Meet the Team that will support you every step of the way.
Branch Manager & Loan Consultant
The Home Loan Team is your first and primary contact throughout the home loan process. Cara and Scott, along with their Loan Partner Assistant Jacqueline, will walk you through the steps of securing your home financing and provide information on loan terms, types of loans, interest rates, costs, and all other important details – big or small – that apply to your situation. They will also monitor all aspects of your loan as it passes through to the Preapproval Team and Contract to Close team to ensure its seamless transition from preapproval to funding.
Loan Coordinator & Team Lead
The Preapproval Team is an integral part of setting you up for success with your home financing. Candace and her Team will work together with you gathering a complete Loan Application along with your applicable income and asset back up documentation. We take our home loan preapproval and initial checks and balances process very seriously to put you in a strong and well-documented position. This up-front time is very well spent as it will allow us to move quickly on your behalf later in the home loan process when timing is essential. Our preapprovals hold weight in your negotiations because our initial checks and balances are more reliable than most preapprovals from big banks or online sources.
Assistant Branch Manager
The Contract to Close Team will guide your new home purchase or refinance file through the remaining steps once your preapproval is complete. Lori – with the help of one of our amazing Processors, will prepare your loan disclosures, order your appraisal, work with title and escrow, help with your homeowners insurance, coordinate with our loan underwriting department to obtain final approval of your home loan, order your final loan documents, and help arrange your final signing.
Business Development Coordinator & Team Lead
Ken is not licensed as a loan originator
The Client Care Team is all about our clients and our community!
Ken and his Team handle our client database, fundraising, events, advertising, and loving on our amazing clients! We make sure that our clients are taken care of every step of the way through their home financing – and even after their loan closes. If you happen to have questions after your loan closes, one of our Client Concierges will be happy to answer your questions so you don’t have to deal with calling any 1-800 numbers and sitting on hold. Our goal is to WOW you and have you raving to your friends and family about us!