From our first conversation to life after closing

By Chris Liu · NMLS #2870766

1. Discuss your plans and prepare your financing

We start by discussing your homebuying plans, budget and questions. You do not need to prepare documents or choose a loan program beforehand. After our conversation, I organize suitable loan options based on your circumstances and put together a mortgage plan for you.

If you decide to seek preapproval, I will help you through the process.

See what to prepare for our first conversation →

Explore preapproval: its purpose, documents and steps →

2. Found a home? I’ll help move your loan application forward

Once you find a home, I help you confirm your loan option and costs, follow up on your application, and explain what to prepare at each step.

3. Get ready for closing

I help you understand loan documents, costs, and payment arrangements, follow up on outstanding items, and coordinate closing timing. If you’d like, I’ll attend closing to help communicate questions that come up.

4. Stay supported after closing

Contact me with loan-document questions or to explore refinancing. I explain relevant terms and compare options based on costs and your plans for keeping the loan.