Mortgages

Mortgage approvals depend heavily on accurate, well-organized financial documentation. We support clients through mortgage and refinance preparation by ensuring your tax returns and financial records are complete, consistent, and lender-ready.

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Our role is to help you present your finances clearly so the process moves faster and smoother. For more information contact Joanna Herrera for an approval at 914-563-7491.

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Support includes:

• Lender document preparation

• Income verification guidance

• Tax return consistency checks

• Refinance financial prep