Why did you start your business?
Refinancing your home can be a stressful experience . We opened our practice because we feel strongly about easing clients through the process and ensuring that their individual needs are met.
What are you most passionate about with your business?
Our business is a close knit team that is knowledgeable in handling a variety of transactions. We pride ourselves by being highly efficient in our work but also taking the time to listen to our clients.
What are the main services you offer in regards to working with seniors?
For our senior clients, our mortgage services include the CHIP reverse mortgage from Home Equity Bank which we are highly familiar with. We also offer Will drafting services.
How is working with seniors different from other types of customers?
We understand that some of our clients are older and may require additional assistance. We frequently arrange home visits in a variety of locations and ensure that meetings are wheelchair accessible. We also are accustomed to communicating with close family members to help with those arrangements.
Do you have any advice or tips for seniors when it comes to downsizing?
Take the time to find the right property and mortgage product, the move may be a lifelong decision. Engage professionals Realtors and Lawyers who are familiar with dealing with seniors so they have the patience and understanding of the situation.
