Client Experience with Dallas Mortgage Planners



The initial step is the client consultation, which entails learning more about you and your unique goals surrounding your home financing.  By understanding where you are and where you are wanting to go, we will begin identifying the best home loan options that meet your goals.


Creating Your Mortgage Strategy

Once we have a better understanding of your goals, we will prepare your custom tailored mortgage solution and provide a detailed home loan report and comparison so you can decide which option is the best fit.  With so many loan options available, this analysis will help empower you with the knowledge and understanding of your best mortgage solution.



An integral part of the loan process is your pre-approval, at which point we will fully review your loan package, achieving approval through an automated underwriting engine and performing a detailed review of the application, income and asset documentation.  This step will prepare and equip you to submit a pre-approval letter along with your offer when purchasing.  Equally as important, we will contact the listing agent to let them know the basis of the pre-approval having receivied your documentation in writing, re-iterating how well-qualified you are as a buyer and greatly increasing the chances of your offer being accepted.


Securing the Mortgage

Through our dedicated team of in-house processing, dedicated underwriting and loan funding, your mortgage financing will be secured quickly and efficiently.  Our commitment during this part of the process is to coordinate with all parties involved, Realtors, builder, title company, insurance, etc.  Proactive communication every step of the way is our promise, mitigating stress and keeping you and your closing as the focal point.


Service and Clients for Life

Once your financing is complete, we view our relationship as one where we can add ongoing value.  Your mortgage is likely the largest debt you will ever have and believe that it should be monitored through time, identifying opportunities in the market as the they present themselves.  

Start Your Home Loan Experience

Have questions about your mortgage strategy or need a rate quote?  Our team of mortgage experts can help you every step of the way and would be honored to work with you.