The purpose of this initial call is to identify where you are sitting financially and learn what your goals are for a home purchase or refinance, so our team can provide advice & education on the options available.
Please be sure to write down any questions that you have in advance so that we can try to answer them on our call.
We're looking forward to connecting!
This meeting can be held via phone or Zoom video chat.
This meeting is primarily for individuals who have already completed their online application and uploaded their documents and are ready for the official pre-approval process.
The purpose of this call is to go over the approval terms, market strategy, options for home loan structure, and setting expectations and reminders during the home shopping/loan process.
This is best done via Zoom.
This meeting is primarily for individuals who have already been approved for a home loan and have an ACCEPTED OFFER & FULLY EXECUTED PURCHASE AGREEMENT on a property.
This ideally should be scheduled no less than 24 hours after we have received the purchase agreement.
The purpose of this call is to go over the following:
- The terms of the signed Purchase Agreement
- Establish preferred terms for the home loan structure (including estimates for loan amount, monthly payments, cash needed for closing & interest rate lock/float options).
- Confirm Inspection Contingencies, Appraisal order authorization (if required), Homeowners Insurance Agent/Broker, fund sources for closing, closing date, any dates out of town and more.
- Introducing other team members & processes
- Setting expectations and reminders during the home loan underwriting process.
This call is best facilitated on Zoom.
This meeting is for individuals who have successfully CLOSED on a new home loan with our team.
The purpose of this call is to discuss the following:
- New home loan setup, escrow & servicing
- Intro to CSM (Client Success Manager)
- Explanation of FREE technology coming soon
- NEO Experience App download invitation
- Annual review & expectations for our team
- Intro to any other professionals needed
- Caution regarding mail, email & calls from others
- Refinance strike rate review
- Guidance on how to leave us a 5 star review!
- Reminder to tell everyone about us!
- ANY other questions or topics requested
If you're someone in the mortgage or real estate industry looking to learn more about NEO, this is the booking for you!