HOW WE WORK

MEET YOUR NEW BEST FRIENDS….

Your Synergy One Lending team! Have a conversation with your loan officer about your

goals to establish expectations, assess credit, and check out financing options.

Consent to Electronic
Documentation

Disclosures

You will receive, acknowledge, and return a disclosure package which explains your loan product and costs.

Processing

We’ll need your help collecting documentation such as Pay Stubs, Bank Statements, W-2s, and Employment history so we can have your loan underwritten quickly and prevent any last minute rushing and stress.

Underwriting

Since we hire only the best, you can be sure we will treat your file with love and attentive care throughout this very important part of your transaction. We will satisfy any remaining
conditions to your final approval as quickly as possible to get you to the closing table.

Acknowledge Your Closing Disclosure

This outlines the final terms of the loan.

Celebrate

Congratulations on a successful transaction. Your loan is funded. Here’s to our new and lasting partnership!

process-image

Application

We’ll talk about your needs up front and gather as much information as possible to get a head start on your refinance or purchase. The more information we have from our Needs List, the

Appraisal

Here, we work with a professional team of local appraisers to have a good look at the value of your investment, your home.

Clear to Close

Time for a happy dance. We are now ready to get you to the closing table by preparing your final loan documents. Thanks to our awesome teamwork, you will have a smooth and exciting closing experience.

Picture

Application

We’ll talk about your needs up front and gather as much information as possible to get a head start on your refinance or purchase. The more information we have from our Needs List, the Appraisal

Movie

Consent to Electronic
Documentation

Picture

Disclosures

You will receive, acknowledge, and return a disclosure package which explains your loan product and costs.

Location

Appraisal

Here, we work with a professional team of local appraisers to have a good look at the value of your investment, your home.

Location

Processing

We’ll need your help collecting documentation such as Pay Stubs, Bank Statements, W-2s, and Employment history so we can have your loan underwritten quickly and prevent any last minute rushing and stress.

Movie

Underwriting

Since we hire only the best, you can be sure we will treat your file with love and attentive care throughout this very important part of your transaction.We will satisfy any remaining conditions to your final approval as quickly as possible to get you to the closing table.

Movie

Acknowledge Your Closing Disclosure

This outlines the final terms of the loan.

Movie

Celebrate

Congratulations on a successful transaction. Your loan is funded. Here’s to our new and lasting partnership!

When You’re Happy, We’re Happy.

Ready to take the next step?

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