Meet our 

Mortgage Team

Our homePERQs lending team specializes in mortgage education and mortgage planning services. We provide credit coaching, in-depth analysis, transparent cost estimates and we educate our borrowers on the ins and outs of the home loan process.

Why work with us?

As an independent mortgage broker, we are fully committed to meeting the direct needs of our clients with exceptional service. Licensed and trained, we focus on finding the right loan that works for you, tailoring options from a wide range of lenders to secure the best possible rates and loan programs. Unlike big banks, our relationship doesn’t end once your loan closes. We understand that real estate is one of the largest investments you'll make, and we’re here for the long term—whether it’s time to refinance, sell and trade up or downsize, or invest in additional properties to build your wealth.

Step 1

Fill out our Pre-Qual Form enabling us to have a thorough conversation about your home financing options.

1. Step 1
2. Credit
3. Income
4. Debt
5. Assets

Step 2

Schedule a time to have a Quick Chat with Cara

Meet with Cara

Step 3

Follow up our phone call by providing you with a personalized loan analysis showing the best loan programs available to suit your mortgage needs.

Step 4

If you don’t qualify right now? Don’t worry! At homePERQs we are in it for the long haul to assist our borrowers to improve their credit, reduce debt, and improve your overall financial wellness.

Highway 2 Homeownership

Step 5

Ready to start now? Register on our Client Portal and we can begin the loan application process to get you into that new home, or refinance your current mortgage.

Loan portal

Step 6

How’s it going? Our clients are clients for life. We love assisting our borrowers achieve home ownership and we love refinancing our clients into the right mortgage for their financial needs. We will continue to check in with you on a regular basis as the years carry on because things change. Homes need to be bought, sold, and refinanced, and our homePERQs team will be there to ensure you achieve your financial goals.

Ready to get Started with

homePERQs

Book a strategy call