POST CLOSING

After the close of the transaction, you become a “Platinum Client”; we manage your mortgage by proving you with our periodic reports such as:

• RateWatch Reports Example
• Equity Management & Repositioning Review Reports

Throughout this process, the mortgage planners can adjust their recommendations, if needed, as your life changes. Most often, it involves periodic assessment of:

• Your fluctuating cash flow needs
• Changing market interest rates, and mortgage strategies
• Income & career alterations
• Family size changes, retirement planning, college savings, and care of elderly
• Your real estate investment performances