INTRODUCING MY TEAM…
Kim Koetzle – Mortgage Consultant – Kim controls the upfront part of the process. From the time, you have an accepted contract until she submits your loan to underwriting, Kim is your primary contact. She will send all loan disclosures over via Docusign invite you to TransferSafe (our secure document system) to upload all required supporting documents. Kim also submits your loan file to underwriting.
Kim Koetzle – 314-439-8210 – firstname.lastname@example.org
Crystal Parrish – Loan Coordinator – Crystal is responsible for the back end of the loan process after the underwriter has given your loan the initial approval. She will review the loan approval and connect with you to request additional information if needed. Crystal will work with you to get the loan back to underwriting for the “clear to close”. She then submits the loan file to our closing team to coordinate getting your loan to our closing department and on to the title company for closing.
Crystal Parrish – 314-439-8219 – email@example.com
Ben Treat – Operations Assistant – Ben assists Kim and Crystal in all initial documentation submissions, interacts with you Docusign and TransferSafe programs and assisting in final conditions. He also is responsible for ordering a wide of array of documents and verifications that are required to get your loan approved. Ben is available throughout your loan approval process.
Ben Treat – 314-439-8215 – firstname.lastname@example.org