Lending Partner

We understand that as a buyer, you have many choices when it comes to who finances your home. To help bring our buyers the most value and make the process as easy and smooth as possible, we have partnered with NEO Home Loans and Clear Modern Mortgage. 

Neo Home Loans has an advice-driven, wealth-focused process that truly helps borrowers understand their mortgage options and provides support long after the home has closed!

Advice‑Driven, Wealth‑Focused Process

NEO follows a four-phase approach: Discovery → Strategy → Execution → Wealth Maximization

They conduct comprehensive total-cost analyses, not just rate comparisons, helping borrowers understand long-term implications of mortgage options
After closing, they maintain long-term support—regular equity reviews, budgeting advice, and proactive financial opportunities.

Post‑Closing Relationship & Financial Tools
NEO continues engaging clients post-close through tools like the NEO Experience app, offering:

• Credit monitoring and improvement guidance
• Budgeting and goal-setting tools
• Monthly real estate wealth digests
  
• Home concierge service (maintenance reminders, contractor connections, appliance recalls)
  
• Annual financial and equity reviews to update strategies as goals evolve