ASSIGNMENT:

This was a cash out refinance of a small building in Long Beach Ca. A returning customer whose fixed term was soon to roll to an adjustable and they wanted to get locked in for another fixed period, and while paying off debt.

CHALLENGE:

Bless their hearts, the investors were older and not too keen on emails or other up to date record keeping systems. This just meant a slower process and some hand holding. 

SOLUTION:

In our initial consultation we became aware that the client had accumulated some revolving debt and it was advised to get it all paid off. We helped the client get a new fixed term while placing them overall in a better financial position.