SERVICES
Anything you need, we can help.
OUR PROCESS
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Discuss your goals and apply for a loan
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Receive a prepared detailed list of documents needed to approve the loan
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Get updates along the way to closing
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Receive final detailed list of documents to fund the loan
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Finally, closing and enjoying your financial goals being met
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With the deal you made, it's vacation time...
TESTIMONIALS
Kim L., Accountant (CA)
I have so enjoyed working with Lori Flannery. I learned a lot from her. She was very supportive and would always be available for my calls. I'd enjoy working with her again in the future.
Patrick A., CEO Multi- Family Investments (AZ)
Lori identified key strategies for our investment portfolio with continued focus on developing future deals. She has a deep understanding of REAL ESTATE.
Richard J., Pricing Manager (CA)
Lori is a direct and supportive advisor. She provided exceptional service and guidance for helping me achieve my goals.
Steve C., Facilities Manager (NY)
Lori's incredible knowledge helped us close a deal in record time. She is highly service-oriented and very responsive. We'll only use her for our mortgage loans needs.
Don W., Veteran & Staff Development Specialist (NM)
Lori is the ultimate professional. She is dependable, helpful and supportive to her CLIENTS. Her integrity is beyond reproach. I've known her for more than 3 decades, both personally and now professionally. She is consistent in her mannerisms and a joy to be around.