What we’ll cover

During this session, we’ll:

• Discuss your homeownership or mortgage goals

• Clarify where you are in the mortgage process

• Review options for buying, renewing, or refinancing

• Outline practical next steps based on your situation

What this session is not

To set clear expectations, this session is not:

• A sales call

• A pressure-filled conversation

• A commitment to work together

• Legal or financial advice outside of mortgage planning

It’s simply a guided conversation to help you understand where you stand and what your options are.