Led by Andrew Soss and Aaron Waldo, the Soss | Waldo Mortgage Team is one of the top producing mortgage teams in the country with over 400 happy clients in 2020 alone. The power of a top national lender combined with the efficiency of our "Perfect Loan Process". Franklin Direct is one of the fastest growing companies in the country.
As one of the top teams in the company, The Soss - Waldo Mortgage Team has reverse engineered each process in the transaction to ensure a smooth client experience and to close transactions on time.From the moment an application comes in via our secure document portal, things start happening right away behind the scenes. We are laser focused on the client experience.
We understand that it doesn't matter how well we market and sell if we don't provide the client an amazing experience. By utilizing the most current technology for pipeline management, status updates and real time mortgage rate tracking, we are able to provide an unparalleled level of client interaction and communication.
As one of the top teams in the company, The Soss - Waldo Mortgage Team has reverse engineered each process in the transaction to ensure a smooth client experience and to close transactions on time.From the moment an application comes in via our secure document portal, things start happening right away behind the scenes. We are laser focused on the client experience.
We understand that it doesn't matter how well we market and sell if we don't provide the client an amazing experience. By utilizing the most current technology for pipeline management, status updates and real time mortgage rate tracking, we are able to provide an unparalleled level of client interaction and communication.
Services
Led by Andrew Soss and Aaron Waldo, the Soss Waldo Mortgage Team is one of the highest producing teams in California.
We are group of highly skilled and experienced mortgage professionals serving clients throughout the state.
Record holder for longest putt made in the office.
Whichever hat he's wearing that day, Andrew is giving it his all.
He provides the vision and drive to the team and is responsible for ensuring that the clients have an amazing experience.
With 20 years in the residential finance industry, Andrew has seen it all.
We are group of highly skilled and experienced mortgage professionals serving clients throughout the state.
Record holder for longest putt made in the office.
Whichever hat he's wearing that day, Andrew is giving it his all.
He provides the vision and drive to the team and is responsible for ensuring that the clients have an amazing experience.
With 20 years in the residential finance industry, Andrew has seen it all.
You have come to the right place.
Remember, we are the Home Purchase Experts.
In fact, as a company, we have a 70/30 purchase to refinance ratio.
We have closed hundreds of purchase transactions in the last few years and have used this experience to streamline and perfect the process.
If you don't yet have a Realtor and wanted to find out about financing first, that's a savvy move.
Once you are fully approved, you will have your pick from all of the good Realtors out there.
Remember that the best Realtors in the market will not work with you until you have been pre-approved.
Remember, we are the Home Purchase Experts.
In fact, as a company, we have a 70/30 purchase to refinance ratio.
We have closed hundreds of purchase transactions in the last few years and have used this experience to streamline and perfect the process.
If you don't yet have a Realtor and wanted to find out about financing first, that's a savvy move.
Once you are fully approved, you will have your pick from all of the good Realtors out there.
Remember that the best Realtors in the market will not work with you until you have been pre-approved.
Refinancing is the process of replacing your current mortgage with a new, better one.
There are many reasons that people would go through the process of refinancing their mortgage: reducing the interest rate (most common reason), pulling equity out for a variety of reasons (a "Cash Out" mortgage), removing a co-signor from the current mortgage, reducing or increasing the term of the mortgage and many other reasons.
We are experts in structuring and re-structuring transactions for refinance.
The guidelines can sometimes be complicated and you want to have someone who has the expertise in guiding you through the process to obtain the best financial outcome.
There are many reasons that people would go through the process of refinancing their mortgage: reducing the interest rate (most common reason), pulling equity out for a variety of reasons (a "Cash Out" mortgage), removing a co-signor from the current mortgage, reducing or increasing the term of the mortgage and many other reasons.
We are experts in structuring and re-structuring transactions for refinance.
The guidelines can sometimes be complicated and you want to have someone who has the expertise in guiding you through the process to obtain the best financial outcome.
Multi million dollar departing residence, cross collateralization, bridge financing with a 40 year amortization and a sub 700 credit score?!?
Basically, if it's a program that's out there, we have funded it.
And we are always coming up with new programs and niches.
Instead of listing all of the types of transactions that we can finance, let us just give you our direct line (yes we actually pick up the phone!)
Once we have this meeting, we will email you a secure link with a customized list of financial documents that we will need to get from you.
Basically, if it's a program that's out there, we have funded it.
And we are always coming up with new programs and niches.
Instead of listing all of the types of transactions that we can finance, let us just give you our direct line (yes we actually pick up the phone!)
Once we have this meeting, we will email you a secure link with a customized list of financial documents that we will need to get from you.
We will pay the seller of the property a $500 per business day penalty if we are late on closing.
If we cannot approve the buyer's loan after getting into escrow, we will reimburse for any 3rd party costs incurred in the transaction, including any loss of earnest money deposit.
Not valid on any 1st/2nd combo loans.
VA Loans require minimum 21 day close due to the VA Appraisal having to go through the VA portal.
If delay is due to the delay of any seller, agent or HOA management company delays, then we reserve the right to document such delay and push out scheduled COE based on that.
If we cannot approve the buyer's loan after getting into escrow, we will reimburse for any 3rd party costs incurred in the transaction, including any loss of earnest money deposit.
Not valid on any 1st/2nd combo loans.
VA Loans require minimum 21 day close due to the VA Appraisal having to go through the VA portal.
If delay is due to the delay of any seller, agent or HOA management company delays, then we reserve the right to document such delay and push out scheduled COE based on that.
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