Financing goals
Purchase, refinance, investment, or longer-term planning.
Personal Guidance
Schedule a Mortgage Consultation
Choose a time to discuss your financing goals, questions, property, or next steps with Duane.
Start Here
What to Expect From Your Consultation
Watch the Video
Choose a Time
If the scheduler does not appear, open Duane’s Zoom Scheduler in a new window.
Prepare
Bring the Questions That Matter to You.
A focused conversation can cover the facts that shape your financing decision.
Property details
Location, occupancy, property type, price, and available equity.
Income and credit
Employment, documentation, balances, recent activity, and qualification questions.
Program comparisons
A practical comparison of the programs that may fit the scenario.
Cash and payment
Down payment, reserves, monthly-payment comfort, and closing-cost planning.
Next-step planning
Clear priorities and the documents or actions that may be needed next.
How to Prepare
Bring What You Know. Questions Are Welcome.
You do not need a complete file to have an initial conversation. A few basic details can make the discussion more useful.
- Your financing goal and preferred timing
- Property location, type, price, or estimated value
- General income, employment, credit, and available-funds questions
- Payment priorities and programs you want to compare
After Scheduling
What Happens Next
Choose a Time
Select an available appointment that works for your schedule.
Share the Starting Point
Bring the goals and known details you want to discuss; sensitive documents are not required for the initial conversation.
Clarify Next Steps
Review questions, possible financing paths, and what information may be useful if you decide to continue.
A consultation is an educational conversation, not a loan application, approval, rate lock, or commitment to lend. Please do not send Social Security numbers or sensitive financial documents through unsecured messages.
Prefer to Start With Details?
Submit Your Scenario Instead.
Share the core property, income, credit, and financing details first. Duane can review the scenario before the next conversation.