Jason's Preferred Lenders
- Petros Christophilis @ NFM Lending: I've been working with Petros for a few years now and am super impressed. He gets approvals quickly, has options on different products, can close in 2 weeks because of their fantastic grip on the appraiser community. He has earned a spot at the top of my list. Click here to see Petros' website.
- Matt Culp, J.D. @ Bainbridge Lending Group: Matt's approach to helping clienst resembles mine; he asks thoughtful questions, analyzes your situation and is focused on solving problems. Additionally, he is a market data guy and publishes a weekly newsletter summarizing hte week's economic news as it relates to mortgage rates. Click here to see Matt's website.
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Dietrich Miklautsch @ Guild Mortgage: Dietrich has come to me by way of a client's financial advisor; he has been able to qualify buyers that do not have traditional or qualifying income, but have significant assets or equity in a business. Click here to see Dietrich's website.
- Lisa Mishkin @ Pivotal Equity: Michelle came to me via a client who is a partner at a law firm and has unconventional income, but have capacity to afford more of a home than they could qualify for in a conventional manner. Click here to see Lisa's website.
- Cherie Kesti @ Generations Home Loans: as the local officer in my office (relationship between Windermere and Generations, there is no way this relationship would exist without a proven track record of success in the trenches, so she is a strong choice as well. Click here to see Cherie's website.
Docs to have available for submission for pre-approval:
- 2 most recent paystubs for each borrower
- Most recent P&L if self-employed
- Two past years of W2 statements
- All pages of two consecutive month-end bank, brokerage and retirement accounts
- Copy of each borrower’s driver’s license
- Two past years of tax returns
your advocate
- Focused on specialized service of people, not a niche of properties
- 165+ sales in 11 years
- Experienced from $45,000 to $8,800,000
- 99% client satisfaction rate
- Experienced with single family homes, condos, waterfront estates, parking spots and vacant land
As far as lenders go, I highly recommend these folks (listed in alphabetical order and I'd be thrilled to work with any of them).
Working with one of these lenders will guarantee you the most important thing: confidence that you know what you can afford and that you will not have any surprises once under contract to purchase your home. These folks will get you "pre-underwritten" so that I can present your offer to the seller's agent with complete confidence in your ability to perform at the closing table.
Since we’re talking about money at the end of the day (and decades), it’s worth talking to several to see what products they might have for your situation to ensure you’re getting the best deal for your long-term financial goals.