Start with the outcome you want
Tell Mike whether you are buying, refinancing, investing or building. Include your expected timeline, target payment or budget, and the property address if you have one.
Share the shape of your financial picture
Explain how you earn income, whether you own a business, what assets you plan to use and any circumstances you expect may need additional review. You do not need to guess the loan program before discussing the scenario.
Bring information before ordering documents
- Approximate purchase price or current property value
- Down payment and closing funds available
- Employment or business history and income structure
- Current housing payment and major monthly obligations
- Any existing lender feedback or property concerns
For a condo, include association contact information and any known project issue. For a build, include land, builder and budget details. For a rental, include available rent information.
Choose a secure path for financial records
The consultation email form is for general questions. Do not send Social Security numbers, account numbers or financial attachments through it. Use the secure application or ask Mike which document channel to use.