About
Working for you, not the Banks
Thank you for considering our mortgage planning services, where objective advice and great rates are just the beginning.
For most people, their mortgage represents their largest and lowest-cost debt obligation, and their home is generally their most significant asset. That's why a mortgage plan is so important. The right mortgage plan can protect you from a financial downturn, save you thousands of dollars, and help build your wealth over time.
With access to a vast network of over 50 lending institutions - including major banks, credit unions, trusts and other national and regional lenders, I have the tools to build a customized mortgage plan, with the features and options that meet your needs, whether you are:
◦purchasing your first or next home;
◦investing in property or buying a vacation/second home;
◦refinancing to boost cash flow and drive down debt; or,
◦looking at options for your mortgage renewal.
And since my business is built primarily through referrals from satisfied customers, your positive mortgage experience is essential! Your mortgage is a big decision and a powerful financial tool. I look forward to helping you achieve your financial and homeownership goals.
About Concierge Mortgage Group
Con ∙cierge noun ∙Original meaning is keeper of the keys!
Today: Experts in customer service, a concierge demonstrates exemplary patience, unfailing discretion and high levels of knowledge. They have tact and integrity. They also have lots of initiative, the skills to multitask and the ability to keep cool. A concierge offers first class specialized service.
You're off to a great start with a company that offers specialized mortgage expertise, in-depth industry insight, and exceptional resources. Like a concierge, we are your "go to person" when it comes to all your mortgage inquiries, and want to ensure you have a great experience during your mortgage transaction.
Concierge Mortgage Group is a boutique brand that works in partnership with Mortgage Intelligence,a respected national brokerage, with an elite core of experienced mortgage professionals adhering to our strong value system of exceptional service and taking care of your needs.
We have enduring partnerships with a network of 50 lending institutions, providing negotiating power and a wealth of product choice, ensuring the best mortgage and rate to cater to your specific financial situation.
What does such expertise and access to a vast financial network cost? Nothing! There are no arranging fees (oac). Instead, the lender we agree on pays compensation for the services and solution provided, and only after your mortgage has closed. And since business is built primarily through referrals, your positive experience is essential for our business growth.
Guests approach the traditional concierge seeking suggestions, asking questions and searching for problem resolutions. Not so different from the guests of Concierge Mortgage Group. Whether you have a question on rates, a problem with high debt or need suggestions on accessing equity, we ensure you have a 5 star experience.
We know you won’t be arriving in a limousine, but we’ll roll out the red carpet for you just the same!