to raising mortgage industry
standards of practice, ethics
and professionalism through individual membership, training and certification.
|
to help clients achieve financial freedom, build wealth and
experience their life dreams
by implementing intelligent
mortgage, cash flow and home equity strategies.
|
to be a strategic resource to
homeowners, first-time home buyers, move-up home buyers, senior citizens, real estate
investors, Realtors, builders, attorneys, CPAs and financial advisors.
|
|
 |
As a Certified Mortgage Planning Specialist® my job is about educating clients on the financial impact of borrowing. I help clients manage their liabilities in a safe, structured, secure manner. I use the following planning system which consists of the following steps:
1. Establish Trust Client-Planner Relationship.
2. Review Clients Present Financial Status and Goals.
3. Consult with Clients on Options.
4. Develop a Plan to Reach Short and Long Term Goals.
5. Implement the Mortgage Plan.
6. Sit Down to Meet With Clients Regarding Annual Mortgage Reviews.
Jason received status of Circle of Excellence(Chairman's Club)2001,2002,2003,2004,2005,2006,2007,2008, 2009,2010.
Leadership Counsel 2006,2007,2008, 2009,2010.
Jason has closed over 4,000 mortgage loans.
|
|
|
