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Mortgage Planning Questionnaire

We would like to know more about your situation and needs. Please take a moment to complete the following questionnaire.

1

Long

Form Application

Approx.

10-15 Minutes

2

Short

Form Application

Approx.

1-15 Minutes

3

Español

Form Application

Approx.

10-15 Minutes

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The sooner we can get you qualified, the faster you’ll be moving in to your new home.

Let us help you get started on the next chapter of your life today!

  • "Felisa was outstanding and would not look any further for upcoming purchases if Felisa was not on board. She answered any and all questions we had during this process." - Ronald R., El Cajon, CA
  • "Consistent follow up and professional communication throughout the escrow process." - David D. Santee, CA
  • "Her quick and knowledgeable responses to my questions made this a pleasant experience." - Daryl G. San Diego, CA
  • "Everything, she is great thanks for all her work." - Greg C. Hesperia, CA
  • "Felisa took the time to answer all of my client's many questions about HUD sheet, closing costs, and loan terms. My client was particularly analytical throughout this escrow process and Felisa displayed a professionalism and patience toward him that made.....
  • "Thanks again Felisa! You have been awesome to work with. I don't know if I had told you but I had TWO other lenders that basically turned me down due to the rental property and you were the only one that could make it work. I knew from the first time I m.....

Our Resources

Our objective is simple: to give you the best tools possible to help make the best decision about your financial future.

Check out our available tools and contact Felisa for more info.

Mortgage Glossary

Mortgages can be confusing for the first time home buyer, so let us help explain. Below you'll find explanations for most of the mortgage industry terms.

FHA Loans

Borrowers looking to secure a mortgage
with as little as 3.5% down payment.

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VA Loans

A VA Home Loan helps Servicemembers, Veterans,& eligible surviving spouses become homeowners.

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HARP Loans

HARP was created to assist buyers who owe more than their home is worth and need to refinance in order to lower their payment and interest rate.

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JUMBO Loans

A Jumbo Conforming Loan is a
mortgage in excess of $417,000.

Learn More...