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TRI Pointe Connect Quadrant

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Page 1: TRI Pointe Connect Quadrant
Page 2: TRI Pointe Connect Quadrant

Home financing. Tailored to you.Financing is a critical step in buying your new home, but it doesn’t have to be difficult.

TRI Pointe Connect™ is designed to alleviate any financing worries with a clear and simple path to homeownership.

At TRI Pointe Connect™ we deliver affordable home financing with the utmost in financial strength, integrity, and responsive customer service.

We provide:1. An impressive selection of loans with terms

that fit your needs.

2. A transparent process that’s in sync with the construction and delivery of your home.

3. All the support, communication and TLC you’ll need from a group that is focused on customer service and trained by Eliant, an independent, national third party survey company. [email protected]

Smarter loan choices.We are the preferred mortgage partner for TRI Pointe Group™, a family of premium regional homebuilders supported by significant resources, economies of scale and thoughtful leadership of a national foundation.

Your mortgage should fit your long and short term financial goals. Whether you’re a first time home buyer or savvy investor, it’s important to find a lender you can trust.

With extensive expertise in jumbo financing and foreign national loans, TRI Pointe Connect™ Loan Consultants can assist you from application through closing.

We offer extended rate locks. If rates go up, no problem—they’re already locked in. And if rates go down, you’ll have the option to float down prior to 30 days of closing your loan.

Page 3: TRI Pointe Connect Quadrant

Meet Your Team

Before you apply for a loan, get to know your TRI Pointe Connect Team in Bellevue.

Mitchel Morey - Branch Manager �Mitchel�is�a�Branch�Manager�who�has�been�in�the�mortgage�industry�for�over�10�years,�almost�all�of�his�time�has�been�spent�working�with�Quadrant�Homes.�He�takes�pride�in�his�ability�to�find�the�right�loan�solution�for�each�client’s�unique�situations.��Mitchel�is�best�known�for�his�reliability,�integrity,�and�hard�work.��With�over�700�new�construction�purchase�loans�and�the�2012�Tribute�Award�Winner�for�Western�Washington’s�Loan�Officer�of�the�year,�Mitchel�has�the�experience�you�can�trust. NMLS ID 657573

Eric Fahrenbach - Loan Consultant With�more�than�a�decade�of�experience�as�a�mortgage�planning�professional,�Eric’s�expertise�covers�all�types�of�mortgage�finance�available.��Eric�has�spent�the�bulk�of�his�career�working�side�by�side�with�home�buyers�as�well�as�some�of�the�largest�and most respected new home builders in the country. With over 400 loans funded, Eric is well prepared to take you through the experience of buying your new home. NMLS ID 413947

Nisha Thompson - Loan Consultant Nisha�is�a�Loan�Consultant�who�has�been�in�the�Real�Estate�industry�for�10�years.�She�offers�extensive�experience�in�VA�Loans�and�Credit�Repair.��Nisha�is�Eliant�Gold�Certified,�the�highest�customer�satisfaction�rating�available�through�Eliant,�an�independent�third�party�customer�service�survey�company.�She�offers�exceptional�service�in�providing�short�term�and�long�term�mortgage�strategies�to�fit�her�client’s�needs.�NMLS ID 862292

Page 4: TRI Pointe Connect Quadrant

3 steps to your new home loan:

1. MEET YouR LoAN CoNSuLTANTStart the secure process online at TriPointeConnect.com. Your Loan Consultant will review your information and recommend the best financing options based on your situation.

2. PREPARE FoR CLoSINGonce a decision has been made, your Loan Consultant will notify you of your credit approval,�request�any�required�documentation�and verify your information.

3. CLoSING oN YouR LoANYour Loan Consultant will provide final closing figures and make sure your loan documents are accurate. At closing, the Title Company or Escrow Agent will explain each document and answer�any�questions.

CoNGRATuLATIoNS!

You closed on your new loan. If you need assistance at any time, please contact your Loan Consultant.

Page 5: TRI Pointe Connect Quadrant

To get started.You can begin the home loan process at TriPointeConnect.com.

Here’s a list of documents you’ll need once you begin the loan process:

YouR RESIDENCE HISToRY•� Previous addresses for the last 2 years and

length of stay at each

•� If renting: your landlord’s name and contact information to verify rental history

SAViNGS,�CHECkiNG�&� iNVESTMENT�ACCOuNTS•� 2�most�recent�monthly/quarterly�statements�

for all financial accounts: Checking, Savings, Stocks,�Mutual�Funds,�401k/Retirement�Accounts, etc.

Rates, terms, and availability of programs are subject to change without notice. Licensed by the WA State Department of Financial Institutions, Consumer Loan Company CL-1250459.Corporate NMLS ID 1250459. All rights reserved.

Your emploYment HistorY•� Employer contact information for last 2 years

•� Dates of employment for each employer

•� Explanation of any employment gaps in the last 2 years

•� Pay stubs for the last 30 days

•� W2’s and 1040’s from the last 2 years

•� Year-to-date profit and loss statement and current balance sheet (if self employed)

•� Award letter and copy of most recent retirement check, Social Security or disability income

MiSCELLANEOuS�(iF�AppLiCABLE)•� Complete Bankruptcy papers

•� Complete Divorce papers

•� Driver’s License, Social Security Card

•� �Additional�information�may�be�required�depending on your specific circumstances.

Page 6: TRI Pointe Connect Quadrant

Contact us today.For financing calculators,

homebuyer tips, mortgage terms and other helpful resources, please visit:

TriPointeConnect.com

[email protected]

14725 Southeast 36th, Suite 201 Bellevue, WA 98006