You’re Smart, Does That Make Your Banker Dumb?
October 8th, 2009You’re Smart, Does That Make Your Banker Dumb?
Here’s a quick note to let you know how I can help you or anyone you might introduce to me.
Mike owns a business, so he knows that it pays to keep his taxable income as low as possible. That makes him a smart business person. But his story changed quickly when he went to his bank for a mortgage.
His income - at least on paper - didn’t support the mortgage he needed.
The Bank penalized him for smart income management with a decline!
Which left Mike back at square one, until his coworker suggested Mike contact me. When Mike asked if I could just email information to him, I said, “You deserve more than my email; you deserve 20 minutes to sit down with a trusted mortgage consultant who will ask critical questions, listen vigilantly, and craft a strategic plan for you.”
As a result, I put together a mortgage specifically designed for his unique situation. One that DIDN’T rely on his taxable income.
I stayed in touch with regular updates, and the mortgage funded without incident.
Mike still uses the bank for his chequing and savings account.
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