13 Jul A Stress-Free Mortgage Journey with Mortgage & Insurance Link Hawke’s Bay: A Case Study
Discover how Judy and her team at Mortgage Link successfully navigated a complex mortgage application process for a client.
When it comes to applying for a mortgage, it can be a stressful and time-consuming process. But it doesn’t always have to be. This case study delves into the journey of a Mortgage & Insurance Link client – Rosina – who was able to navigate the complexities of obtaining a mortgage thanks to the assistance and expertise of Judy and her team.
The Initial Challenge: Applying for a Mortgage
Rosina was faced with a unique situation: three family members involved in the mortgage process, multiple lawyers, and a new business all added to the pressure of securing a mortgage. In their words, the whole situation felt “stressful’, particularly because there was an incredibly tight time frame to get the mortgage approved.
Choosing Mortgage Link Hawke’s Bay: The Decision
Knowing Judy from BNI (a local business networking group), Rosina decided to reach out to her and the Mortgage Link Hawke’s Bay team for their mortgage needs. Their faith in the team was absolute, and they were convinced by Mortgage Link’s specialisation and reputation.
“I had complete and utter faith that Judy would pull it through”
Rosina Walker, Mortgage Link client
Navigating Through Complexities: The Solution
Judy proved to be instrumental in navigating the challenging process. She dealt directly with the accountants and lawyers, facilitating the necessary conversations and transactions to make things progress smoothly. The complexity of the family situation and the new business were addressed professionally and effectively.
Achieving Goals: The Successful Outcome
Despite the high-stress situation and the looming deadline, Judy and her team were able to navigate the process efficiently. Even amidst the chaos of the holiday season, they closed the deal right before Christmas.
Beyond Mortgage: A Comprehensive Financial Relationship
Beyond just the mortgage, Rosina chose to put all their insurances through Judy, including a somewhat tricky case of insuring a pilot daughter! They appreciated Judy’s thorough review of their insurance policies, which had remained untouched for about 15 years. They found they were over-insured and benefited greatly from Judy’s insight.
Client’s Verdict: Would They Recommend Mortgage & Insurance Link Hawke’s Bay?
Rosina found the entire mortgage application process simple, easy to navigate, and virtually stress-free, thanks to Judy and the Mortgage & Insurance Link team. They were not only able to achieve their goal within the strict deadline but also received comprehensive financial advice that benefited them greatly.
Unsurprisingly, they wholeheartedly recommend Judy and her team. As a silver lining in their challenging COVID-19 period, Mortgage & Insurance Link Hawke’s Bay provided a ray of hope and proved to be the right choice for their mortgage needs.
“Experience and good relationships really help when you are needing to make things work. Knowing how to make things work and who to work with makes all the difference”
Judy Steiner, Mortgage Adviser
Mortgage & Insurance Link Hawke’s Bay – The Reliable Choice for Mortgage and Insurance Needs
This case study is just one of many that showcase how Mortgage & Insurance Link Hawke’s Bay simplifies the mortgage application process and addresses complex insurance needs. Their expertise and dedication make them a reliable choice for anyone looking for a seamless, stress-free mortgage application process.
If you or someone you know is looking for mortgage and insurance services, don’t hesitate to reach out to Judy and her team. They’re ready to assist you with your unique needs and help you navigate your financial journey with ease. Contact us today to get started!
Disclaimer: Please note that the content provided in this article is intended as an overview and as general information only. While care is taken to ensure accuracy and reliability, the information provided is subject to continuous change and may not reflect current developments or address your situation. Before making any decisions based on the information provided in this article, please use your discretion and seek independent guidance.