Case Studies
-
Case Study #1—Business Owner Successfully Buys Home After Initial Qualification Scare
A successful business owner came to us in desperation because she had been told by a previous mortgage broker that she only qualified for a low amount..
-
Case Study #2—High-Net-Worth Entrepreneur Successfully Refinances after Bank Rejection
A highly successful, high-net-worth entrepreneur with a company that makes multiple eight figures annually had been with the same bank for over 20 years…
-
Case Study #3—High-Income Employee Switches to Freelance Work
A highly experienced financial professional earning multiple six figures came to us for a mortgage on a home he could easily afford. A few months earlier, he had become a freelancer…
-
Case Study #4—Business Owner Improves Credit Score and Qualifies for Dream Home
A very successful business owner had been building up her business for over 20 years and was ready to upgrade to her dream home...
-
Case Study #5—Artist Refinances Commercial Loan into Residential Loan on Live-Work Studio
A prominent artist with a career of 40+ years came to us for help with an existing commercial, variable interest rate loan on his live-work studio…
-
Case Study #6—Entrepreneur Refinances Two Properties with a Single Profit & Loss Statement
An ultra-successful entrepreneur that I had known for many years came to me for two large refinances of residential properties with a business use…
-
Case Study #7—An Assisted-Living Entrepreneur Expands Her Business
An assisted-living entrepreneur had been running a successful live-in elderly care operation in a single family home she owned…
-
Case Study #8—Artist Obtains Refinancing from the Same Lender He Was Previously Denied For
An artist wanted to refinance his home to take advantage of lower rates, but he had been told by his mortgage broker that he would not qualify…
-
Case Study #9—Business Owner Secures a Home Interest Rate That Beats Inflation
A highly successful business owner came to us for the best deal on a bank statement loan for the purchase of a luxury home…
“Alejandro had solutions for all the things that came up, and the process felt seamless.”
— Gina, Client