Client Journey Step One – Buyer Consultation

Client Journey Step One – Buyer Consultation

Welcome!

Buying a home can feel overwhelming, but it doesn't have to be. I've created this dashboard to give you a clear picture of your goals and a simple path forward—no surprises, just clarity and support every step of the way.

Your Homebuying Snapshot

  • Purchase Type:
  • Credit:
  • Income:
  • Assets:
  • Sales Price Target:
  • Down Payment:
  • Loan Type:

Here's What Happens Next 

Step 1: Complete your loan application – Click Here (we've made it easy)

Step 2: We'll send you a personalized document checklist, only what you need

Step 3: Once your documents are in, we submit everything to underwriting and guide you to the finish line

I've brought in Hazel Whitaker to work with us as well, so you'll have two experienced professionals supporting you throughout this journey.

This is just the beginning. If you have any questions, big or small, don't hesitate to reach out. I'm here for you.

Let's do this!

James

Realtor

Buyers Agent

Real Estate Agent LLC

RE # 999999

Pre-Approval Concierge

Hazel Whitaker

Neo Home Loans | Pre-approval and Loan On-boarding

***

My Production Partner

Jessica Drumm | In-Process Loan Coordinator

NEO Home Loans

Jessica takes the lead in our process as soon as your escrow is opened

Find A Time To Meet Here

Your Mortgage Options

Our Buyer Process

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Your Zoom Replay

Experience.com

“Very good communication. Videos helpful”

D
doreen w
Experience.com

“James was quick to respond, had great solutions to problems, was personable and professional, went above and beyond in an effort to make sure our transaction went smoothly.”

A
amy r
Experience.com

“Quick and responsive.”

W
william b
Experience.com

“James Adair & his team of experienced mortgage professionals made the purchase of my new home (out of OR State) a true success. Their on-point communication via email and phone between me and the Escrow company was extraordinary throughout the entire process. His team answered all of my questions and concerns …..and I had many! Due diligence was executed every step of the way. With the best percentage rate secured just in time and their entire documents processed one week earlier than Escrow had originally projected, I definitely chose the right team for guidance and getting the job done. Yes, I highly recommend James and his Sierra Pacific team.”

S
susan b
Experience.com

“James was always quick and generous with answering my many questions and analyzing different scenarios for my loan.”

A
aaron g
Experience.com

“Great communication and energy. Open, honest, trustworthy. Appreciate this team.”

E
evan l
Experience.com

“Awesome team and great communication and expertise”

N
nicolas k
Experience.com

“Good communications.”

L
laurence q
Experience.com

“My situation was quite complex, and I do think James offered great, personalized support throughout and worked very hard to make it work in the end. It's hard to say "Great", though, when there was more than one instance of mistakes in numbers during underwriting (either missed hand-offs or by the underwriter - I don't know, of course) - perhaps just bad luck, given we're all human, but it took everyone extra time to compensate. It also stung a bit to realize how much profit had been baked into the points I was buying to get my rate down, though I value James and recognize you all must be able to make some profit! Jessica also seemed excellent, as always (this was my second SP loan), and of course I'm not sure what others may have been doing behind the scenes. James and Jessica were always smart, efficient, and great to work with, though, regardless of any bumps in the road!”

L
laura r