We are unlike most lenders in the industry as we provide a Full Time Loan Concierge to assist our clients & partners through the process of purchasing or refinancing, this is in addition to traditional processing.

Tuesday Update

Each week our Loan Concierge provides a weekly status update to our clients and all parties involved in the transaction. Keeping everyone on the same page each week until closing. Additional updates are provided at other times during the process however we like to make sure all the basis are covered on a weekly regular expectation basis.

Moving Administration

As part of our extended service for clients purchasing we also include administrative assistance for our clients by setting up lawn care, utilities, water, disposal service, audio/ video needs and more.  For client relocating to the Charlotte area from another city be sure to ask about our special savings for car rental, dinner and hotel needs.

Trailing-Spouse Employment Assistance

Due to many of our Passport to Charlotte Business Partner relationships and our on going effort to maximize our Human Resource relationships with employers of existing clients we have many ways to promote your resume to our partners, please let us know if we can be of assistance in this area.

Enhanced Interest Rate Tracking

With over 15 years of experience and thousands of closings we have extensive knowledge of interest rate movements and mortgage backed securities.  Clients and Partners can receive market updates and alerts by following us on our personalized mobile app and Facebook

Annual Review

As a part of on going service we check in with our clients each year to review details to make sure goals are met. We review mortgage balances, bi-weekly payments being applied correctly, payoff goals, PMI (private mortgage insurance) removal, equity line needs, tax filing advantages and more regardless of your current servicer.

Travel Planner

We also provide executive planning for your next luxury vacation with special discounts for all out clients and partners. As many relocate to the Charlotte area we felt it was important to cater to those needs and more.   We have invested efforts to assist you with car rentals, hotel accommodations, flights, cruises and vacations!  We have exclusive offers and savings for our clients as we are authorized travel agents.  For additional information call us at 704.999.6646.

Premier Partners

We also provide exclusive introductions to our panel of premier partners for real estate, financial planning, tax filing, CPA, law offices and insurances.

Pre-closing Package

One of the lending industries most common complaints is that clients are not prepared for closing. Knowing this, we have all of our clients’ documents they will see at closing emailed to them 48 hours in advance of the closing date to insure for a smooth close.

Client References

We survey all of our clients after the closing and can provide detailed reports, ratings and comments.