our process
A Relationships based approach
We are committed to developing strong relationships with our clients so that we can best understand your goals and build a solution that works on your behalf.
01
Introduction
Chat with us to introduce yourself and let us know what you'd like to achieve with your mortgage and how we can best fit your needs.
02
Application
Fill out brief application online to give us a quick summary of your financial situation. This will help build a strong foundation that gives us the best chance at developing the strongest possible loan profile for when it's time to set you up with a lender.
Documents
Upload necessary documents so that we can review them and pass them along to the underwriters. This step can prove to be crucial in determining the fluidity of the entire process.
03
Disclosures
You will receive a number of disclosures throughout the mortgage process including State Disclosures, Loan Estimates, and Closing Disclosures. All of these insure that you will be well informed with regards to all details of your specific loan package. This includes loan terms like rates, amortization schedule, costs, savings, and more!
04
Closing
Once our team at RFG Financial works with you and the underwriters to get you Cleared to Close, we get all the details in order, review the final numbers with you and schedule the closing. At closing, all the parties involved will sign the final documents and go on record!
05
We have the right mortgage program for you. Whether you looking for Purchase, Refinance, or Specialized Mortgages, we can do it!
