Where I can help your clients
Pick your field to see the situations I handle most.
Tax professionals and CPAs
Your clients are often the hardest to qualify on paper, and you see it first.
- Self-employed clients whose write-offs lower their qualifying income
- Bank statement loans that use deposits instead of tax returns
- Business owners buying a rental, with DSCR loans that look at the rent
Divorce attorneys and mediators
A quitclaim deed doesn't take anyone off the loan. I can check what's workable before terms are set.
- Refinancing to remove a spouse from the mortgage
- Equity buyouts when one spouse keeps the home
- Qualifying on one income, and buying the next home after a sale
Estate and probate attorneys
When a home passes to the family, someone has to work out what happens to it.
- One heir keeping the home and buying out the others
- Refinancing an inherited home
- Homes held in a living trust, where rules vary by lender
Financial advisors
A second set of eyes on the mortgage side of your client's plan.
- Comparing a HELOC, a home equity loan and a cash-out refinance
- Downsizing, relocating or buying a second home
- Qualifying on retirement or investment income
Insurance agents
You often hear about a move or a remodel before anyone else does.
- Clients shopping for coverage on a home they want to buy
- Homeowners planning a remodel or tapping equity
- First-time buyers who need a pre-approval
Property managers
Your owners and tenants both end up needing a mortgage.
- Owners adding a rental with a DSCR loan
- Owners refinancing or using equity for repairs
- Tenants who are ready to buy
- 1. Send me your clientTakes about a minute with the form below.
- 2. I reach outI talk through their goals and options.
- 3. You stay in the loopWith your client's OK, I'll keep you posted.
Send me a client
Or call or text me at (602) 326-4280.
Got it, thank you!
I'll reach out to your client. If it's urgent, call or text me at (602) 326-4280.
Book a time with meNo fees or compensation are paid for referrals. BMG Home Loans does not give tax, legal or investment advice. Not all applicants qualify.