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Important Questions to Ask Before Choosing Your Mortgage TeamBefore you touch a mortgage, ask yourself this
November 3, 2025
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:
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How does this loan fit into my long-term financial goals?
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What happens after my loan closes? Do I still have support?
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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?