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Loan programs for your clients
Home financing decisions are often made in the context of tax and investment strategies, which is why First California Mortgage Company partners with professional service providers to provide home financing options that complement the advisory services they offer their customers.
If you're a Certified Public Accountant or a financial planning professional, we offer a package of home financing services designed to help you broaden your capabilities and strengthen your relationships with customers.
First Cal has been providing home financing services to Californians for more than 25 years. It has an established track record of integrity, professionalism and personalized service. Our goal is to help you strengthen your relationships with your clients by providing you with competitive products, exemplary support and a quality customer experience with every transaction.
Service features
Our services are designed to complement your professional practice. We offer written, objective analyses of your client's home financing and equity situation, including:
- Total Cost Analysis Report, which compares the costs of various loan programs available to your client.
- Equity Repositioning Report, analyzing how your client's equity position can be leveraged to increase personal net worth.
- Monthly Rate Watch Report, tracking how your client's existing home loan compares to four comparable loan programs.
As a mortgage banker representing financing from more than 21 different investor sources, we offer a complete range of home financing programs, including:
- Home loans for new and resale properties
- Owner occupied and investment properties
- Refinance loans and equity lines of credit
- Debt consolidation loans
- Financing for high-end and nonconforming property
For more information, contact:
David W. Armstrong, Principal
888.687.4060 ext. 200
darmstrong@firstcal.net
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