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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
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
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
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
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
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
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
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
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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Mortgage Planning Services Presentation

  • 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. 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. 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. 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. 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. 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. 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. 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. 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