Most relationships simply start with a short, informal conversation, either by phone or in person, about what you are hoping to achieve. From there, we quietly outline a clear, unhurried plan together.
Regularly. Many of our clients relocate from other states or from abroad, and we routinely coordinate absolutely everything remotely by phone and video until an in-person visit finally makes good sense.
Every file is kept strictly confidential within our office. We never share client details externally, and nothing is published without written permission first.
We work with several private banks and mortgage specialists who understand jumbo mountain lending, and we are glad to make an introduction.
That is completely fine, and quite common. Many of our best relationships begin years before any transaction, simply as an ongoing, low-pressure conversation about the market.
We intentionally represent very few clients at once, so every search receives our full attention rather than being one of many open files.
