Certified Buyer Consultation – John Smith

For Demo Purposes Only

Hi John & Mary,

It was great speaking with you today. Below is a summary of what we discussed:

Your Goal:

  • Purchase your first home or rental property.

Key Details:

  • Sales Price: $700K to $800K
  • Credit: Good (EX)
  • Income: W2
  • Assets: $325K

Your Next Steps:

Step 1: Complete Your Loan Application [Apply Here]

Step 2: Submit Required Documents

Once your application is received, we will provide a detailed checklist to help gather and return your documents.

Step 3: Loan Processing

With your application and paperwork completed, we will move your file into underwriting and advance the process.

Let me know if you have any questions.

Thank you,

Scott

Reviews

"Scott and his team did a great job of laying out potential funding scenarios that fit our budget. In the end, we now save $300 per month on our mortgage."

michael s

"Scott is the consummate mortgage professional. His creativity to close and duty as a fiduciary are second to none. I'm so grateful to have him in my corner now and in the future, especially with how competitive talk estate is in California! Thank you, Scott, and team!"

david z

"Scott and his team at SWMC were awesome! We closed in two months on my mortgage and they were equipped to navigate a complex project in a challenging market. 5 out of 5 stars. -A"

alexi b

"Scott was hands on with our clients, very knowledgable, attentive, and assisted in getting many of our offers accepted. I would send anyone and everyone to Scott."

austin n

"Great experience, all the way"

david l

"We had a great experience working with Scott and team. They helped us navigate through the required documents and were able to get us to the finish line on our refinance. Many thanks!"

tyler f

"Very creative and super responsive. "

gregory g

"Scott is easy do deal with and explains everything in detail. "

stephen n

"Scott was very helpful and informative through the entire process. His communication and insight were second to none!"

justin d