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Referred For A Mortgage?

Published on Nov 22, 2015

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PRESENTATION OUTLINE

WHAT'S NEXT?

REFERRED TO DANIEL MATTHEWS FOR A MORTGAGE?

DANIEL MATTHEWS

PURCHASE, REFINANCE & REVERSE MORTGAGES

FIRST DANIEL WILL TALK WITH YOU

TO LEARN ABOUT YOUR PLANS & DREAMS

HEIDI MATTHEWS

CLIENT RELATIONS / MORTGAGE LOAN PARTNER

THEN HEIDI WILL TALK TO YOU

TO COLLECT YOUR FACTS & FIGURES
Photo by mtungate

GEORGE CHAPPELL

SENIOR FINANCIAL & CREDIT ANALYST

FINANCIAL & CREDIT ANALYSIS

GEORGE & DANIEL WILL REVIEW YOUR INFORMATION

A, B OR C

AND DETERMINE IF YOU'RE AN

"C" MEANS NO FOR NOW

IT COULD BE A YEAR OR MORE BEFORE YOU'RE READY

TIME & EFFORT

WE'LL GIVE YOU A GAME PLAN - IT WILL REQUIRE

"B" MEANS ALMOST READY

WE THINK YOU CAN GET READY WITHIN A FEW MONTHS

YOU JUST HAVE TO FOLLOW IT!

WE'LL GIVE YOU AN ACTION PLAN

"A" MEANS YOU'RE READY

NEXT STEP - GET READY TO APPLY!

HEIDI WILL SEND A PREP LIST

AND SCHEDULE A MEETING WITH DANIEL
Photo by Knight725

FACE TO FACE
IT'S IMPORTANT!

Daniel will:
* Review your options
*Answer your questions
* Take your application

NOW YOU'RE PRE-QUALIFIED

AND WE'RE ALREADY WORKING ON A FULL APPROVAL
Photo by Biker Jun

FOR YOUR DREAM HOME

WHILE YOU'RE OUT SHOPPING

IMPROVES THE ODDS

WORKING WITH DANIEL & HIS TEAM
Photo by symroe

THE BANK'S PROCESS

DANIEL'S PROCESS

YOUR MORTGAGE TEAM

WE LOOK FORWARD TO SERVING YOU!

Daniel Matthews
Cell (781) 910-5626
NMLS 8961

Direct Finance Corp.
40 Accord Park Drive, Suite 208
Norwell, MA 02061
781-878-5626
NMLS 1535