A Family’s Journey to Homeownership: How Our Team Navigated a Multi-Buyer Loan for a Smooth, Stress-Free New Build Purchase

Client
The Leon Family
Mortgage Product
Conventional Home Buyer
Date
2024

Overview

We had the distinct pleasure of making a single mother and her parents’ dream come true with a brand-new 4-bedroom home in a John Balfanz development. This process was highly involved, as each family member needed to qualify together. With multiple incomes at play, we worked diligently to make things as smooth as possible, ensuring clear communication to avoid the usual pitfalls and confusion that often come with multi-buyer loans. Since it was a new build, the entire process took almost a year. During this time, we prepared all the documents, coordinated closely with the lender and underwriting, stayed ahead of potential issues, and monitored the market to lock in their rate favorably. Our goal was to keep them informed and confident every step of the way.

Deliverables

  • Competitive Market Interest Rate
  • Home Loan Comparisons
  • Loan Process & Escrow Support
  • Transparent Cost Estimate

Outcome

Through our advanced technology, we closely monitored market trends to secure the best rate possible for this family, ensuring they maximized their savings over the loan’s duration. Our proactive approach and constant communication enabled the single mother and her parents to transition seamlessly into their dream home, eliminating stress and unexpected surprises. This smooth and rewarding journey made their vision of a beautiful new home a tangible reality.

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