These are a few of the borrowers I’ve helped through the mortgage process, from first-time buyers to investors, refinances, and reverse mortgages. Details have been changed to protect client privacy.
Stories describe individual situations, and details have been changed to protect client privacy. Results vary, and every loan is subject to application, credit approval, and underwriting.
Read client reviews →7 stories · Difficult Deals
A buyer’s loan for a condominium property was in jeopardy because of difficulties with their HOA (Home Owner’s Association) insurance. The renewal of their HOA master insurance, the required fire insurance that…
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I recently had the privilege of helping a couple, first-time home buyers, purchase a property where one of those three lenders was not going to make the loan at the 11th hour due to a very minor guideline that…
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A Brazilian man, working in tech in the U.S., whose funds for the down payment were held overseas and who had limited U.S. credit, came to me for a loan to purchase a condominium. As a foreign national temporar…
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A real estate investor had started to do a renovation on a rental property, a condominium. He had run out of funds when unforeseen costs arose, and he came to me looking for a solution for the project that was…
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A retail store owner who is also a homeowner in Kensington, came to me looking to refinance. His home loan had a balloon payment that was coming due. The stakes were high: he needed to refinance soon or he coul…
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A couple in food service with variable income came to me for help buying a second home. Only one of them had a social security number, so we could only use one of the borrower’s names on the loan application. T…
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A high net worth person who wanted to refinance a home in San Diego came to me because he was being denied by lenders. He had bought his home with cash, and had income and equity, but his situation didn’t fit i…
Read the full story →Denied elsewhere? Self-employed? Complicated income? These are the deals I do best. Let's talk it through — free.
