How long have you been in the mortgage business and what inspired you to get into it?
I've been in the mortgage industry since 2001. My wife and I just went through the arduous process of acquiring a mortgage for the construction of our new home. I wanted to expand my understanding of lending, and this would give me an opportunity to exercise my education in Finance.
Who is your typical customer and what questions do they typically have?
I typically work with high-end professionals, but have helped people from first time home buyers to investors.
What specific steps do you use to help your customers find the best home loan for them?
I usually meet my clients face-to-face, and present them with a Total Cost Analysis that details all aspects of their loan request, in addition to options they never realized were available.