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How The Tracey Robinson Mortgage Team do Mortgages…..
Since moving to our new location in the Riverside Village in Penticton, BC, we have created a BRAND NEW 12 Step Client Journey and introduced a high-tech back office process to ensure that not only can WE be more efficient but we can deliver that to YOU in a manner that we could not have developed without living and learning over the years. We recognized that you know far more about your Pizza Tracker than your Mortgage Application and we aim to change that!
We will introduce you to our 12 Step Client Journey as we get started but let’s keep this simple to begin.
Stage 1 – Let’s get to know you
Our Team are excited to get to know more about you so that we are in the best possible position to be able to guide you along the way, whether that be a Purchase or Refinance. We work on collecting an application upfront along with a few documents that help us to help you. This is a quick process with a small investment of your time.
Stage 2 – Let’s build a plan
Once we have your Application and a few select documents, we will put together a plan that suits your individual needs. No two people are the same, so we ensure that we are on the same page with your plans for the short, medium and long term. We will discuss all options with you and continue to build on this along the way.
Stage 3 – Let’s complete that Mortgage
Whether this be a Purchase or Refinance, whether you are employed, self employed or retired, we will package the best deal for you. Our Team has developed a Client Journey that forever strives for perfection. We will keep you well informed at every step along the way, from Application to Conditional Approval to Closing. Our connection with Realtors, Appraisers, Lawyers and Notaries as well as the Lenders themselves is second to none and we will take you across the finish line like gold medal winners.
Stage 4 – Let’s stay in touch
Long after your Mortgage is closed, we have a plan in place to continue to treat you like Royalty. We are always here for you, whether that be 6 weeks, 8 months, or 3 years down the road. We do not leave our clients. You will become a member of our VIP Club. We will make sure you know what is happening at Anniversary time, Property Tax Time and keep you updated with important changes in the market. We are here to answer your questions or help to make changes at any time. Always contact us first, we have all the connections.
We have used Tracey again July 2018, which speaks volumes, as we only go back to people who give fantastic service! Tracey is very professional mortgage broker with many years experience! I have no doubt in recommending Tracey to anyone wanting to get a mortgage!
I had a more difficult mortgage to deal with and Tracey was amazing and kept me on track so I didn’t panic. She was able to get me lower rates than the big banks were offering and made my payments for both houses manageable. I highly recommend her.
Scott and the whole team were absolutely amazing! My wife and I had inquired at our bank for a mortgage and were not happy with the interest rate they offered. We talked to Scott and within a day he was able to get us a rate significantly lower. This will literally save us thousands of dollars! He also took time to walk us through every step of the process and explain everything, and, as first-time home buyers, this made us feel confident and secure throughout the whole process. I would highly recommend working with the Robinson team, they are fantastic!