What analysis tools and planning practices do you have in place that will help us structure this loan correctly and analyze our options?

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What technology do you use to help us look at the long-term impact of our financing decision?

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How can you help me gain a competitive advantage to help me get my offer accepted?

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How will this loan fit into my short-term and long-term goals in real estate and my holistic financial plan?

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What processes do you and your team have in place to ensure that I always get proactive communication and updated throughout the process?

How do you and your team help us with our relocation from one house to the next?

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Do you and your team help us with our home proactively, after we close, to ensure that we are protecting and growing the value of that asset?

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What systems do you have in place to help me manage my entire real estate and financial situation after closing, to ensure we become the most successful homeowners possible?

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What value will you proactively provide to me and my entire family over the next 20+ years?

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