Success Stories

LONG-TERM CARE INSURANCE POLICY

Like a large percentage of people, borrower assumed Medi-Care covered long-term care. When she discovered it does not, she had no idea how…

INVESTMENT PROPERTY PURCHASE

Borrower came across a wonderful investment opportunity but did not have the income to qualify for another property. By using a Debt-Service-Coverage-Ratio (DSCR)…

PURCHASE ADDITIONAL REAL ESTATE

Mature couple no longer wished to live together but had no desire to go through a divorce. With a Jumbo Reverse Mortgage, borrowers…

PROTECTING RETIREMENT ACCOUNTS

Mature homeowner has a retirement account, but the cost of living was requiring that he take out more than the mandatory distributions. This…

INCREASED LINE-OF-CREDIT

We closed our client’s original HECM two years prior. Due to unforeseen family expenses, the borrower had nearly exhausted her line-of-credit. So that…

NO LONGER ABLE TO MAKE PAYMENT

Borrower’s spouse passed away and, due to a reduction in her social security benefits, she was no longer able to make a full…

ASSET DEPLETION/LOW RATE

Borrowers with limited income on paper, but an abundance of assets wanted to purchase a new home. Because of a slight credit blip,…

COUNTY CONFORMING LOAN LIMITS RISE

We facilitated borrower’s jumbo purchase loan in the previous year. Because the high-balance conforming loan limit increased above the borrower’s loan amount, we…

3 MONTH BANK STATEMENT PROGRAM

Borrowers have owned a successful business for over 25 years and own a multimillion-dollar home with a jumbo loan that needed to be…

100% FINANCING

Married couple with a child on the way desperately wanted to buy a home but did not have funds for a down payment…

First-Time Home Owners

Clients were tired of renting but, with little saved for a down-payment, they didn’t see how that was going to change. With our…

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