You’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.
P.S. Who do you know who’s self employed? Be sure to give me a call to discuss how I can help them.
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