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Discovery Call
Begin here if you’re a new client. Or an existing client who wants to discuss a new purchase or refinance.
A quick 20-30 min intro chat where you tell us your goals & we tell you how we can create a strategy to help achieve them! We’ll also answer any questions you have.
Quick Chat
Already a client and want to quickly connect to discuss an existing application? Book a 15-min quick chat. We can discuss changes to your current file, questions you have, or anything else on your mind!
Smart Mortgage Review
Annual mortgage check-up. We’ll do an in depth analysis of your current mortgage, to identify any opportunities to save you money! We’ll finish with a quick 15-min review to let you know where things stand.