Our Process:

Our goal is to provide you with the best mortgage advice, the best professional service, and the best interest rates. Our skilled, knowledgeable Loan Advisors guide you through the ins and outs of obtaining your mortgage quickly and efficiently with no surprises and no hidden fees. The entire process typically takes two to three weeks.

It's Simple:

1. You Connect with Your Loan Advisor

   When you first speak with your Vertex Loan Advisor, he or she will gather the key information needed to identify your goals and define relevant aspects of your finances. Your Advisor will analyze your specific circumstances and present recommendations and alternatives to best meet your goals, typically all in the course of a short phone call

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   • Discuss Relevant Financials and Identify Goals
   • Analyze & Evaluate Your Specific Circumstances
   • Review Options

2. You Choose the Best Solution with the help of Your Advisor

   With best solution identified, your Loan Advisor will create the loan package for your review and approval. The package will present all of the required forms and disclosures including the Good Faith Estimate and Truth-in-Lending form; youll find no surprises!

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   • Review and Approve the Loan Package

3. We Handle the Details

   With best solution identified, your Loan Advisor will create the loan package for your review and approval. The package will present all of the required forms and disclosures including the Good Faith Estimate and Truth-in-Lending form; youll find no surprises!

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   • Your Vertex Loan Processor Keeps You Informed

4. You Attend a Closing

   With best solution identified, your Loan Advisor will create the loan package for your review and approval. The package will present all of the required forms and disclosures including the Good Faith Estimate and Truth-in-Lending form; youll find no surprises!

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5. Your Loan Advisor Monitors Rates & Keeps You Informed

   With best solution identified, your Loan Advisor will create the loan package for your review and approval. The package will present all of the required forms and disclosures including the Good Faith Estimate and Truth-in-Lending form; youll find no surprises!

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