Case Study Articles

Case Study #14 – FHA Loan Challenge

The Client Background During the Covid lockdown, Alex cosigned on an FHA mortgage with his mother. They lived together during the… Read 4 min read

Case Study #13 – Multigenerational Household

The Client Our client came to us with the intent of purchasing a home large enough for multiple generations. Client Requirements… Read 2 min read

Case Study #12 – Millennial First Time Home Buyers

The Client A millennial couple came to us as first-time home buyers. Client Requirement A young couple (first time home buyers)… Read 2 min read

Case Study #11 – Cashout Refinance

The Client Our client wanted to payoff high interest credit cards to increase monthly cashflow and pull extra cash for a… Read 2 min read

Case Study #10 – VA Cashout Refinance

The Client Client Requirement Using his VA benefits, the client wanted to cashout some equity from his home to consolidate high interest credit card debt and… Read 2 min read

Case Study #9 – Shorter Term Refinance

The Client Our client came to us wanting to refinance her home with a lower term. Client Requirement The client’s main goal… Read 2 min read

Case Study #8 – Conventional Loan with 10% Down

The Client Our client came to us wanting to purchase a home with 10% down. Client Requirement The client is a young… Read 2 min read

Case Study #7 – Jumbo Loan Without 20% Down

The Client Our client came to us wanting to purchase a luxury property. Client Requirement The client was looking to purchase… Read 2 min read

Case Study #6 – 100% Financed, VA Purchase Loan

The Client Our client came to us wanting to purchase a home with 100% financing. Client Requirement The client was looking… Read 2 min read

Case Study #5 – Bigger Home and a Better School Zone, on a Budget

The Client Our client wanted to purchase a larger home located in a better school zone. Client Requirement The client was… Read 2 min read

Case Study #4 – Relocating on a Tight Schedule

The Client Our client was relocating for work and had to buy quickly. Client Requirement The client received a job offer and… Read 2 min read

Case Study #3 – VA Streamline with a Lower Payment and Lower Rate

The Client Our client wanted to refinance his current VA loan. Client Requirement The client wanted to refinance, using his VA… Read 2 min read

Case Study #2 – Low Down Payment and Specific Monthly Budget

The Client Our client was relocating to a new city and was looking for a home big enough for his family… Read 2 min read

Case Study #1 – Investment Property Cashflow

The Client Our client came to us wanting to purchase an investment property. Client Requirement The client wants to buy an income-producing… Read 2 min read