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PURCHASE
REFINANCE
REVERSE
1.
Initial Consultation: Discuss your goals, questions and create a plan moving forward
3.
Review best choice loan options - CHOOSE LOAN PROGRAM
5.
Order Appraisal
7.
Closing Disclosure and Final Documents to be signed
2.
Complete Application, collect documentation and pull credit
4.
Submit to Underwriting for Approval
6.
Receive loan conditions from underwriting (any last minute documentation they need)
8.
Your loan FUNDS - our relationship will continue with annual reviews
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