Simple Switch of ARMs
One of our Senior Loan Advisors helped an elderly client save thousands by getting him out of an Option Adjustable-Rate Mortgage (ARM) that was going to adjust. By refinancing the mortgage and switching out of an option ARM meant he could get a fixed product and save himself the headache of planning retirement and other expenses with a variable product. Now the client can rest easy and prepare better for his future thanks to his knowledgeable Loan Advisor.
Above and Beyond
One of our South East region Loan Advisors helped get a family out of their 745 sq ft condo by securing a loan on a much larger forever home in the early weeks of 2021. The clients appreciated how available, knowledgeable, able to explain concepts, and encouraging their Loan Advisor was throughout the process. Now their payments for their new larger home are less than they were for their small condo. The clients were so pleased with their loan closing experience and their Loan Advisor going above and beyond the call of duty that they would recommend him to all their friends and family.
Going, Going, Funded!
Our team had clients who were competing against multiple offers in a competitive market recently. Securing the home was made even more challenging since the clients were leaving the country around the same time the house was supposed to close. We were determined to shorten the escrow window so they could close before they left. To make this work, we used the Home On Time App to send documents securely and swiftly. They appreciated the transparent, polite communication upfront about the fees, timeline, and process. Not only were they thankful for our team being available all hours for any questions or needs, but they valued the professionalism and dedication of the team for making this approval process easier than anticipated, thanks to the mobile loan app.
Stepping in, to Step it up!
A client was referred to us by a business partner at another bank. She was having a tough time having someone call her back about refinancing her mortgage since it was small. We were able to step in and make the transition smooth. They were so happy when the refinancing on their mortgage was complete. They appreciated the help of the whole staff throughout the entire process and all the service they received. Notably, they were thankful for the clear communication and that we answered their questions quickly and efficiently.
Professional, Knowledgeable, & Friendly
We recently helped a referral client refinance their mortgage. Though it seemed like it would be a simple task, there were complications along the way that proved challenging. We went the extra mile and made sure to help them through the problems they were facing. The clients were very pleased with the refinancing services and smart strategies we employed to protect their privacy and make the process as smooth as possible. Not only did they feel the Loan Advisor was professional, knowledgeable, and friendly during the process, but they also appreciated their availability and willingness to help and be patient throughout the challenges. They even said they would recommend our mortgage services to family and friends because of these qualities!
Made the Impossible Possible
Our Loan Advisor was referred to us by our Realtor for being highly reliable and good at what he does. We saw that was true soon after our first conversation with him. For having been first-time homebuyers, we really lucked out with having such a skilled Loan Advisor being on our side. As soon as we went into contract he took the lead and ensured that we had everything that was required for meeting our deadlines. He amazingly met our shortened loan contingency deadline without any issues. We knew exactly where we were at in the process and always felt like we were his #1 priority. We never imagined that the process would be as smooth and easy as it was, and we truly think it was because of who we worked with. Our Loan Advisor was very patient and extremely quick to respond to us, while always being professional, kind, and easy to talk to.
1479 Wilmington Pike Ste 2 & 3
West Chester, PA 19382