Mortgage Planning Services Presentation

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Mortgage Planning Services Presentation

  1. 1. Understanding the benefits of Mortgage Planning : Ken Soileau, Mortgage Advisor Jacob Dean Mortgage, Inc p: 813.854.4136 f. 813.354.4823 ksoileau@jdmtg.com www.kensoileau.com
  2. 2. Mortgage Planning Services Overview Mortgage Planning Services We provide you a lot more than a mortgage loan. We provide you the following mortgage planning services: Personalized Mortgage Plan Integrating your largest financial instrument with your goals Periodic Mortgage Review Maintaining complete control over how your loan is performing Annual Equity Review Optimized equity through an in-depth review of your mortgage’s performance
  3. 3. Mortgage Planning Services Overview Personalized Mortgage Plan Making an informed decision > Integrates mortgage with financial plan > In-depth analysis > Underst and tot al cost and tot al benefit
  4. 4. Mortgage Planning Services Overview Personalized Mortgage Plan The Total Cost Analysis 1 Side-by-side loan comparison 2 Measures performance over 1 time 3 Illustrates how decisions impact financial goals 2 3
  5. 5. Mortgage Planning Services Overview RateWatch Service Maintaining Constant Control > Sent to you on regular basis > Monitor performance against the market > Assess performance in respect to goals
  6. 6. Mortgage Planning Services Overview Periodic Mortgage Review RateWatch Report 1 2 1 Review the current st atus of your loan 3 2 Quickly see potential savings 3 See how to accelerate equity growth
  7. 7. Mortgage Planning Services Overview Annual Equity Review Optimize your equity > Annual service > In-depth review of mortgage’s performance > Coordinate planning with changed goals and/or life events
  8. 8. Mortgage Planning Services Overview Annual Equity Review Equity Repositioning Analysis 1 Comprehensive debt review 2 Restructuring Analysis 1 3 Time-based goal tracking 2 3
  9. 9. My goal is to help you save more, earn more, and own more. Ken Soileau, Mortgage Advisor Jacob Dean Mortgage, Inc p: 813.854.4136 f. 813.354.4823 ksoileau@jdmtg.com www.kensoileau.com

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