Decades of Expertise, Guiding Your Financial Journey.
PROVEN MORTGAGE EXPERTISE

Mortgage Ready Plan

Many individuals approaching us often say “I wish I knew this a year ago before deciding to purchase (or refinance)….” So in response we put together the “Mortgage Ready Plan” to put people in the best possible position 4-24 months in advance. 

This plan isn’t just a random idea, It’s a roadmap we’ve crafted to give you the next steps on your mortgage journey! No more feeling lost, you will have a clear understanding of your current situation and exactly what you need to do in the months ahead in order to shop with confidence when the right time comes.

The “Mortgage Ready Plan” isn’t just about numbers; it’s about giving you the know-how and confidence. We’re not just throwing information at you; we’re giving you the tools to dominate the financial side of life by arming you with the inside scoop well ahead of time. This forward-thinking approach will kick your uncertainties to the curb and allow you to enjoy your mortgage journey with clarity and peace of mind.

Best Rate Lock-in

Having time to shop for the best rate and deal for you, depending on the lender, we might be able to lock in a great rate for you months in advance.

Personalized Mortgage Assessment

We will start by conducting a thorough assessment of your financial situation and homeownership goals. This will help us tailor a mortgage solution that best suits your needs.

Pre-Approval Assistance

When you are ready to buy, you will be fully pre approved so you can get out and shop with confidence!

Dedicated Support/communication

You will have a dedicated mortgage expert (from our team) available to answer your questions and provide support at every step of the journey.

Education and Resources

Customized purchasing budgets, savings plan, direct referral to a financial advisor and/or accountant to have your down payment fully planned out. We also have many of our own fully vetted resources to save clients from many unforeseen circumstances who are true professionals of their field who get things done in time for us.
Contact Palm Mortgage
Contact Ottawa’s Home Loans & Refinancing Experts – Palm Mortgage today to turn your dream home into a reality or optimize your existing mortgage. We’re here to assist you every step of the way.
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