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Important Questions to Ask Before Choosing Your Mortgage TeamBefore you touch a mortgage, ask yourself this

Date Released:

November 3, 2025

EMAIL SUBJECT:
Before you touch a mortgage, ask yourself this
EMAIL BODY:

Hi NAME,

Your mortgage is so much more than a housing expense. It’s one of the most powerful wealth-building tools you’ll ever have. 

Unfortunately, most homebuyers don’t ask the right questions before choosing their mortgage team…and that can cost them thousands over time.

When it comes time to buy a new home or refinance your current mortgage, here are a few questions worth thinking about:

  • How does this loan fit into my long-term financial goals?

     

  • What happens after my loan closes? Do I still have support?

     

  • Will this lender keep helping me find opportunities to save in the future?

If you can’t confidently answer those, we should talk. My goal is to help you see beyond rates and payments and understand how your mortgage can build wealth and financial freedom for you and your family.

 

Would you like me to review your current mortgage strategy and see if it’s still helping you progress toward your financial goals?

Are you sure you want to proceed?

If you stay, you automatically go Month2Month in your 2nd year at the same installment rate - no price increase.
PLEASE NOTE: If you leave/cancel after going month-to-month and return in the future, your price will go up to $349/mo or the going rate at the time (whichever is higher) and you will be required to fulfill a new first year long commitment.