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Case Study Articles

These Mortgage Case Studies highlight real loan scenarios, the solutions we came up with and results of our efforts. If you see Mortgage Case Study similar to your own situation, check it out and see what we did to help our client get the best loan possible.

  • mortgage case study - FHA Loan Challenge

    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 More 4 min read

  • mortgage case study - Multigenerational Mortgage

    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 More 2 min read

  • mortgage case study - millennial first time home buyers

    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 More 2 min read

  • Mortgage Case Study - Cashout Refinance

    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 More 2 min read

  • Mortgage Case Study - VA Cashout Refinance

    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 More 2 min read

  • Mortgage Case Study - Shorter Term Refinance

    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 More 2 min read

  • Mortgage Case Study - Conventional Loan with 10% Down

    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 More 2 min read

  • Mortgage Case Study - Jumbo Loan Without 20% Down

    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 More 2 min read

  • Mortgage Case Study - 100% Financed, VA Purchase Loan

    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 More 2 min read

  • Mortgage Case Study - Bigger Home and Better Schools, on a Budget

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

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

  • Mortgage Case Study - Relocating on a Tight Schedule

    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 More 2 min read

  • Mortgage Case Study - VA Streamline with a Lower Payment and Lower Rate

    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 More 2 min read

  • Mortgage Case Study - Low Down Payment and Specific Monthly Budget

    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 More 2 min read

  • Mortgage Case Study: Investment Property Cashflow

    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 More 2 min read

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