We offer a comprehensive suite of services, including expert guidance from mortgage and real estate professionals, closing cost financial assistance, and ongoing real estate and personal finance education. Our goal is to empower employees throughout their home-buying journey, from navigating the mortgage process to making informed decisions about real estate investments.

Employees can save significantly through our closing cost credits. They receive a closing cost credit based on their loan amount, helping to alleviate the financial burden of closing costs. Additionally, if employees choose to work with one of our participating real estate agents, they can receive an additional closing cost credit based on the sales price of the property. The combined credits result in substantial savings, making homeownership more affordable and accessible.

We believe in supporting employees beyond the initial home purchase. Our ongoing real estate and personal finance education programs provide employees with access to workshops, seminars, and resources. We cover various topics, including home maintenance, financial planning, and investment strategies, ensuring employees have the knowledge and tools to make sound financial decisions throughout homeownership.

By offering our mortgage and real estate assistance as an employee benefit, employers gain several advantages. It enhances employee satisfaction and retention by demonstrating a commitment to their financial well-being. It also helps attract top talent who value comprehensive benefits. Moreover, promoting financial wellness among employees can reduce stress and distractions, leading to increased productivity.

No, there is no cost to the employer for adding our mortgage and real estate assistance as an employee benefit. The expenses associated with our services, including the mortgage consulting and real estate education, are covered by the mortgage lender and participating real estate agents. It allows employers to provide valuable support to employees without incurring any additional financial burden.

Absolutely! We offer the flexibility to combine our mortgage and real estate assistance services with your existing or future down payment assistance programs. By doing so, you can amplify the benefits of your current program, providing employees with enhanced support throughout the home-buying process. We work closely with your HR department to ensure a seamless integration and maximize the value of your employee benefits package.

No, our services are available to all homebuyers, including first-time homebuyers, as well as those who are looking to upgrade or invest in real estate. We provide assistance, education, and support to individuals and families at any stage of their homeownership journey.

Yes, we offer guidance and support for refinancing existing mortgages. Our experienced mortgage professionals can help you navigate the refinancing process, assess your financial goals, and explore options to potentially lower your monthly mortgage payments or shorten the term of your loan. We offer employees exclusive savings when refinancing with our team.

While our primary focus is on serving the southern California region, we also have the capability to assist clients in other areas of our beautiful state. Please reach out to us to discuss your location and specific needs, and we will do our best to accommodate you.

Getting started is easy! Simply reach out to us through our website or our contact information provided. We will schedule a discovery meeting to understand your needs, explain our services in detail, and answer any questions you may have. From there, we'll guide you through the process and tailor our services to meet your specific goals.