Tips for Meeting Your Kitchener Waterloo Mortgage Broker

  Kitchener Waterloo Mortgage Broker meeting with client

You’ve finally decided that you’d like to work with a Kitchener Waterloo mortgage broker. Or perhaps you’re still on the fence and would like to learn more. Whatever your situation, meeting with a broker for the first time can be an exciting time. 
After all, it is the beginning of a journey where a personal relationship can be developed while a professional guides you through the process of buying a home.
If you’ve decided that you’d like to work with a mortgage broker, we’ve put together a list of some things to keep in mind, as well as some documents to bring with you, for your initial meeting.
When you meet for the very first time, expect our brokers to ask a lot of questions! This isn’t to question you personally, but rather to get an idea of what your goals are, what your current situation is and how we may be able to help you achieve them. This is also the perfect time for you to ask any and all questions that you have on your mind. A broker is here to help you!
For example, do you want to know what a mortgage refinance is, what options there are for first-time home buyers, how you can get a better rate with a renewal or even which local neighbourhood has the best reputation? Feel free to ask away. Our brokers have a wealth of knowledge that has been created over many years of working in the industry. We’ll be happy to answer these for you!
It is also a good idea to bring several documents with you in order to speed up the entire process. For example, providing proof of employment, proof of income, bank statements, tax returns, and a driver’s license are just some of the required things we will need from you.
Once we have a firm understand of what your goals are, we can begin the process of finding you the mortgage that best suits your specific situation. We’ll go to several lenders with whom we have great relationships with, find the top mortgage products and rates that we believe is a good fit for you, and then present them to you. With our advice, you can decide on which mortgage will work for you!
In your initial meeting, you should also be aware of how you feel when you are with your broker. Does your broker listen to what you have to say? Do you feel that you can trust them? A good mortgage broker will be a good communicator and make you feel comfortable.
With these tips in mind, you should be ready to meet your Kitchener Waterloo mortgage broker with confidence! To set up a meeting, get in touch with us today!

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