Four-Part Mortgage Checkup

by Tom Tousignant

in Financial Safety, Refinancing, Wealth Building

teamworkI’ve said it before: your mortgage and teeth need an annual checkup. When I’m your mortgage planner, you’ll get a free annual Mortgage Checkup.This four-part analysis consists of:

  • Household Blended Debt Rate
  • Identity Theft Exposure
  • Credit Score Health & Improvements
  • Equity Assessment

Yes, this valuable information is free and not time-intensive for you. We do all the work!

Here’s what’s involved in your annual Mortgage checkup

  • Complete a one-page information form (10 minutes, max).
  • Sign a credit authorization (for Identity Theft & Credit Score Analysis)
  • Fax both to my office.
  • We’ll review the results with you in a 30-minute meeting, through your choice of a web conference call or in-person visit

Even if you didn’t acquire your mortgage through my firm, I’ll provide this free service for you every year. This video gives more details.

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