I love being able to educate my clients on their choices to make a smart financial decision, whether it is the first time or tenth time purchasing a home.
Born and raised in the NW, I relocated to TX in 2010 and have never looked back. I have a beautiful wife and 3 boys, 23, 18, and 15. Besides work, chasing the boys around to their sports events is usually what we spend our time doing although I am going to need to find some new hobbies since we will only have one left in HS after this year. I have been in the mortgage business in one way shape or form for a little over 20 years now.
A great referral for me is someone who owns, invests, or is looking to purchase real estate. I love educating and identifying financial solutions for clients. I am not afraid to tell you no if something does not make financial sense either. I love to strategize and play with numbers.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Questions I typically ask ever client....
How long do you plan to keep this home?
What is most important for you, lower monthly payment or paying off quicker?
What is your comfortable budget on a monthly basis? With property taxes ranging significantly, a payment can swing by hundreds of dollars based on neighborhood and area
Describe How You Would Like To Be Introduced Via Email
I would like to introduce Jeff Coady. He will work through your financial solutions with you and educate you on the programs and options you have available to ensure you make the right decision for you and/or your family. With over 20 years of experience, there is very little he has not seen over the years.