My Mortgage Journal
If you’re a client and think one of these storyies might be about you, it’s because you’re not alone. While the details are different, the experiences are real; and shared by many. These stories reflect common themes I see every day. You are in good company. Read through our client's stories. Names have been changed to protect client privacy.
These are real client stories and situations and how we were able to work together to find solutions that worked for them.
Meet Shannon: When the house becomes the solution
What Shannon Wanted Shannon is 75, healthy, single, living on her own, and carrying a mortgage plus other debt. She was working two part-time jobs, not because she loved the schedule, because the monthly obligations demanded income. Shannon wanted retirement back....
Tom’s Story – Part 2
The $10 Mistake That Cost $15,000 Welcome back to Month 2 of Tom's credit journey. Last month, we introduced Tom, a client who worked hard to live within his means and had built an excellent credit score. But today, we’re...
Meet The Penny Poppers: Porting Mortgages or Bridge Financing?
What the Penny Poppers Wanted After years of ups and downs, the Penny Poppers decided it was time to leave their rural property and move back into the city. With a growing family and only one income, they were looking...
Meet Tom: Credit Score & Low Diversity – Part 1
Tom is a successful small business owner. He owns his vehicle, runs a profitable business, and hasn’t carried debt in years. He’s proud of the life he’s built—he lives within his means and uses cash for most purchases. In his...
