Below are the IMPORTANT STEPS MOVING FORWARD

Congratulations on taking action to build financial security and build wealth. We will keep you updated weekly along the way throughout the loan process. Our commitment is to not only help you navigate the process but also make it as low stress as possible. This is a big step in your finances and wealth accumulation.

We are here if you have any questions or concerns, so please reach out. At the end of this process, we want you to feel great about this decision and know that is helping your financial situation.

Let us know if there is anything we can do to help if this is not the case.

CONGRATS ON YOUR ACCEPTED OFFER. What now?

HOMEBUYER COST OVERVIEW

LOAN TIMELINE PROCESS

As your advisor, my focus will always be on making sure you are creating, building, and protecting your wealth and life legacy. I am committed to manage your mortgage with my MUMS- Mortgages Under Management System (see link below on what this is) HOWEVER ALSO continue to provide education and resources to help you build wealth beyond this mortgage! A lot of loan officers fall off after the loan loses, I want to continue being your go to TRUSTED Mortgage, Home and Real Estate Gal. If you need assistance with Mortgage, Real Estate, Finances, Insurance, or anything Home, reach out so I can connect you with my huge, preferred network of TRUSTED PARTNERS. In a world of false and misleading information, it is easy to get into a situation that is not a true benefit for you. So, as you get marketing and information please send it to me to review for you to ensure accuracy.

Important: Follow our updates and provide docs requested asap to prevent delays.

HAVE FUN!!!!!

What is Mortgage Under Management?

Mortgages Under Management Program

Think of me as your go to Mortgage Gal…….If you find anyone looking to buy, sell or refinance, I would love the opportunity to help them.

Your mortgage is likely your largest debt and liability, and even small changes in rate can have a huge monetary impact over the life of your loan., we realize that keeping tabs on the mortgage market just isn't part of people's every day lives. And you know what? That's okay! We will monitor your mortgage for the entire life of your loan regardless of where it originated and alert you to savings opportunities and current rates each quarter at no charge — and that's just one component of our Mortgages under Management program. Our refined mortgage management program begins at the planning stage of your loan, and our experience in this area is substantial.

Mortgage Alert- I will notify you if future rates and programs would benefit you with a refinance (REFINANCE? –means to payoff current loan and get a new loan that will better your financial portfolio)
Monthly Mortgage & Real Estate Report (emailed to you so you know how your home is working for you)
Access to Financial Webinar Trainings
Education on Protecting and Building Wealth
Access to Annual Events that I Host
Special rates and pricing on future mortgages
Continued support and service by Kristin Cooper – Please call if you need anything
Access to Trusted Network of Providers (everything home, real estate, mortgage, insurance, and finances)- let me know what you need so I can help support you and your family.

Creating a Financial Plan

Creating a Family Budget? Paying off debts?

Creating a Savings or Retirement Plan?

How to start Investing?

Learn About Financial Freedom and Wealth with Kristin

Importance of Estate Planning

When you are a homeowner, the next step for you protecting your wealth is to setup an estate plan, including a trust to protect your home from probate. The initial cost is a micro fraction of the savings and comfort of knowing your assets are protected.

Putting your property in a trust?

Learn about The Importance of Estate Planning

6 Steps to Financial Freedom and Wealth