Forms

We believe in a personalized hands-on relationship with all of our clients. At times, beginning the mortgage process can feel overwhelming, rest assured we are here for you every step of the way. These forms are common industry documents that can be downloaded for your convenience. We will walk you through the loan process and all paperwork directly.

You’ve Got Questions? We Have Answers.

Let’s Connect 310.994.8900 or email [email protected]

 

 

 

"Today speaking to a real person on the phone is a challenge. Banks transfer you to automated recordings or a call center across the country. Jay’s constant communication and detailed responses were impeccable. We loved that he knew everything about our deal, where in the process our loan was at and conveyed exactly what to expect. My husband and I are a client for life."

− Terri, Pacific Palisades

"Jay is always available to answer my questions, I often run scenarios by him as market rates change. He has completed three Refi’s for us in the past few years, I constantly save money and reduce my payments, with a hassle-free experience."

− Judy, Santa Monica

"When we decided to purchase a vacation home in Palm Springs our agent connected us with a local lender, after much frustration the deal went south and the loan was denied even after we were pre-approved. We called Jay, who jumped in, saved the deal and gained our upmost respect. Thank you so much again."

− Joe & Dave, Palm Springs

"As a first-time home buyer, I'd heard the difficulties many of my friends had getting a loan. Jay made the entire experience manageable and stress-free. I can't thank him enough."

− Lucas, Silverlake

"Simply put, Jay and his team are excellent. Fast, reliable and efficient. Bravo!"

− Julia, Beverly Hills

"The current lending culture is challenging and navigating the best programs, rates, fees is an arduous process. Jay's expertise and advise was beyond valuable. He outlined multiple loan options, allowing me to make informed decisions. He has my complete respect and is a leader in his industry."

− James, Pasadena
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