Our loan process
ClearPoint’s ability to manage the loan process with speed, efficiency, and communication illustrates our commitment to outstanding service. With specialized technology and real time notifications, all parties know what’s happening and when.
01: Find Out How Much You Can Borrow
Give us a call and we’ll help you determine just how much you can borrower and how much home you can afford.
02: Select The Right Loan Program
Your financial situation is unique, and you need a customized lending solution that fits your finances. We’ll work with you to identify and explain all the loan options available to you, including the non-traditional loan products that support uncommon income sources.
03: Apply For A Loan
Applying for a home loan is an exciting event! Your home loan application kicks off your homebuying journey and your ClearPoint loan officer will be with you every step along the way.
04: Begin Loan Processing
Every loan is unique and the ClearPoint team is skilled at managing the process to keep things running smoothly and efficiently. We’ll also provide notifications at each step, so you know exactly what is happening.
We’re local and know the market
Because we live in the states and markets in which we work, we know those housing markets inside and out. Our expertise and knowledge as well as our real estate agent network ensures each homebuyer receives a customized experience and a level of service unmatched in the industry.
Testimonials
I had the best experience working with Patrick! From the very first phone call, he made me feel comfortable & confident I would soon be in my new home! The entire process was easy & seamless. It was my first ever purchase by myself, and I was overwhelmed initially until he broke down all of the steps. Patrick is so easy to work with, I look forward to working with him again for my next purchase! My favorite part was getting to meet him in person at the closing, which is a big surprise!
Heather S
Wendy Coffey, has been an invaluable partner to my team and me. Wendy is a finance expert with exceptional market insight and a constant willingness to help.
Although most of my sales are cash-based, I refer all my customers to Wendy. She prioritizes relationships over immediate gain, demonstrating honesty, hard work, and trustworthiness.
I cannot speak highly enough about the exceptional work done by ClearPoint Mortgage, especially Wendy Coffey, as she and the team were instrumental in saving a recent deal when another lender was unable to close at the last minute. Job well done!
Her dedication, has been instrumental to our success. Wendy’s commitment to her work is evident, and I have had no reason to work with any other lender.
Andrew A
Gerry is a consummate professional, honest, and reliable. This is my second time working
with him, and he always follows through on his promises. I’ll keep coming back. Thanks again, Gerry!Anne H
I would like to highly recommend Patrick Price as a Mortgage Loan Officer.
As a Realtor, it is imperative to have a loan officer you can count on, and Patrick is just that exceptional person to work with. His calm demeanor, diligent work ethic, and attention to detail set him at the top.
Patrick can always be counted on to get the job done in a timely manner with no stress. I especially like the fact that he takes time to carefully explain needed details and does everything in his power to ensure a seamless transaction.
It is with great confidence that I recommend Patrick Price.Lynn T
Gerry helped us secure a mortgage loan after having an unpleasant experience elsewhere. He helped us every step of the way and we are so grateful for his professionalism and expertise.
The entire company is top notch ! Highly recommendCharlie
We could not have worked with a more dedicated, knowledgeable partner than Wendy.
The last few months have been like a breath of fresh air. A very enjoyable and professional experience, which was 100% down to Wendy. Thank you for continued support & commitment.
Stephen and Sarah T
