One of the things you’re really going to love about our approach to consulting is that we will invest the time necessary discovering what is important to you, which means you will make decisions based on the goals you want to achieve and the problems you want to solve.
It’s not important that you select us as your consultants; what’s important is that you ensure that you’ve found the right person and/or company who has the skills to ask you the right questions to help you gain greater clarity.
We’ve developed a systematic formula for success. Our first step is seeking to understand your intentions and priorities.
We’re not going to tell you how long it will take for you to determine exactly what you want because we’re willing to invest whatever amount of time you want to make sure you are clear about your short-term and long-term intentions.
Next we are going to utilize our knowledge. You can have confidence in us in this stage of our relationship because we will utilize the collective wisdom of over 50 years of experience and thousands of mortgage transactions combined from all the experts at Premier Choice Mortgage.
Experience shows that people who utilize our mortgage planning services will use their home loan as a key component in wealth creation.
Next is contract and negotiate.
We wouldn’t advise you to make any contractual commitments until you feel comfortable that the terms of the agreements will satisfy everything that’s important to you.
In the days and weeks ahead you’ll begin to notice that our style of negotiating is to help you divide your objectives into three categories: need, want and would be nice.
First, your needs: The needs are what you must get out of the negotiation they are non-negotiable.
Second, your wants: The wants can be conceded on, but not without getting something in return.
Third, your would be nice: The would be nice items can be more readily used as bargaining chips.
Remember that the other side does not need to know that you’re willing to part with the would be nice items.
As your negotiators we imagine you want us to have a clearly defined process for helping you get what you need, want and wish to have, do you not?
We’ll next focus on coordinating the transactional details. There are 15 different people involved in your transaction. They are:
1. Title Agent
2. Home Inspector
5. Escrow Agent
6. Selling Agent and Team
7. Buying Agent and Team
11. Termite Inspector
12. Warranty Agent
13. Moving Company
14. Utilities Companies
As you can imagine, at this stage we are focused on all the logistics. We must have all our ducks in a row.
When you really begin to get in touch with all the details that are involved in your transaction, then you’ll understand the importance of having a skilled coordinator like Premier Choice Mortgage overseeing all of the integrated complexity involved.
Lastly we will establish a Celebration Date. Throughout the transaction, what we focus on is timing and any last-minute glitches that may interfere with our carefully constructed plans.
Our goal is to remind you that you’ve achieved your goals and that this is a time to celebrate despite all the craziness.
Imagine what it will feel like when it’s time to set up your moving date.
Your transaction is closed. You’re ready to move. As the company who coordinates the transaction details, we will help you in the orchestration of the smoothest move possible. During this time you may or may not experience the absolute joy of achieving your desired outcome, and also you may experience the completion of a phase of your life.
We believe it’s best to focus on what we want and make the best choices along the way to make your dreams come true.
Because we see ourselves as your Personal Mortgage Advisors for life, meaning for as long as you live and for all parts of your life, our commitment is to stay in frequent and somewhat informal communication with you.
You may have questions about what’s happening in the local and national markets. But more importantly, you may want to have access to all the different people that we know who provide world-class service.
Because we work By Referral Only, it means we will continue to refer you to the best resources, people, and services that we can find to improve your life.
Also, you will be talking to people who are just like you that may want advice or just a question answered and we want you to be comfortable recommending them to us.
Isn’t it nice to know you now have a friend in the business that you feel comfortable referring your friends, family and neighbors to? Here’s to the future!