HOW DOES IT WORK? (subject to change w/ conditions) 
  • Step 1:                       Strategy Session
  • ​Step 2:                             Request List
  • ​Step 3:                               Kickoff Call
  • ​Step 4:      Loan App or Plan Complete
  • ​As Needed:                Follow Up Calls 
  • Day 1: Strategy Session
  • ​Within 48 Hrs:  Request List
  • ​Day 3-7: Kickoff Call
  • ​Week 2-3: Loan App Complete
  • ​As Needed: Follow Up Calls 
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