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Integrated Mortgage Planners - GTA - Toronto

The following principles represent the commitment I make to each client I am given the opportunity to serve.

I resolve that without exception I will:

  • ask questions and listen to my clients in order to fully understand their needs
  • create mortgage plans that complement my clients’ overall financial strategy and that allow them to most effectively accomplish their financial goals
  • be sensitive to the fears that many home buyers have about obtaining a mortgage loan and earn their confidence as a trusted advisor
  • respect my client’s time and minimize the amount of effort required of them by applying my knowledge, experience and resourcefulness
  • monitor my client’s mortgages on an ongoing basis and keep them informed via email updates and my Annual Mortgage Check-up
  • measure my success by my clients’ willingness to confidently recommend me
  • take full responsibility for my actions and be honest at all times.

I will do this by:

  • using state-of-the-art technology to complement my customer service, making adjustments when necessary to avoid overwhelming my clients who are less technically proficient
  • communicating regularly and proactively with my clients to keep them informed of the status of their loan and to reduce the stress that is associated with uncertainty
  • improving the quality of my service by encouraging each client to critically evaluate my performance.