Perpetually-Prequalifed Program

Our Perpetually Prequalified Program helps you manage your debt, create wealth, and reach your goals. If you closed with us, we KNOW you were in the best loan for your needs at the time of closing, but plans change, things rearrange. So we like to check in every 6 months to be sure everything is on track.

Please fill out this form so we know your current situation. We will take this information and create a full loan analysis for you. This will be a spreadsheet and video with current rates, balances, and goals.  Please be sure to let us know if you’re interested in buying a 2nd home or an investment property, paying off debts, or increasing your savings. We can be your cheerleaders.

You want this information because this will give you the peace of mind of knowing you’re always in the best loan for you. Being “Perpetually Prequalified” gives you reassurance your mortgage matches your goals.

This will also help if you happen to come across your dream home. If we already know of any major changes, you can put in an offer quickly if your dream home just happened to pop up on the market.

Staying in program is FREE, AND it’s just to see where you’re at. It doesn’t mean we expect you to buy or refinance anytime soon. You could be in the program for decades without making a change..

Thank you for keeping us in your life and letting us help you out!