Recent Client Success Story:
www.WelcomeToRegan.com
Mortgage rates could change daily. Actual payments will vary based on your individual situation and current rates. Some products may not be available in all states. Some jumbo products may not be available to
first time home buyers. Some restrictions may apply. Based on the purchase/refinance of a primary residence. Credit and collateral subject to approval. Loan to value, debt to income and cash-out restrictions may
apply. Programs, rates, terms and conditions subject to change without notice. Please remember that we don't have all your information, so this does not constitute a commitment to lend. Therefore, the rate and
payment results may not reflect your actual situation. To get more accurate and personalized results, please call 310-607-0131 to talk to one of our mortgage bankers. Watermark Home Loans 100 Spectrum Center
Dr Ste 520, Irvine, CA 92618-4964 DRE License Number 01523306 NMLS ID: 1838 Regan Hagestad: NMLS 57351 Paul Marinko NMLS 920746
310.607.0131
The Experience You Deserve
Learn why the South Bay's Leading Wealth Advisors and Real
Estate Agents rely on us for their clients Mortgage Solutions.
Private Mortgage Banking That Puts Your Interests First.
We received a call from one of our Wealth Advisory partners who had a client that was struggling to understand what he'd been told by other lenders and
the Big Banks. e client was looking to buy a new home, he was going to put 50% down, but because he owns 3 different businesses they were requiring 8
total tax returns and a variety of other documents in order to qualify for the loan. He had more than enough assets to pay for the house in cash and rather
than go through the paperwork nightmare he was considering just writing a check. Our unique product mix and relationships on the secondary market
were able to simplify the situation! We were able to utilize a loan that didn't drill into his businesses or monthly income and we were able to qualify him
based on his assets alone. ere was no increase to his interest rate or costs, and rather than provide 8 different tax returns his Wealth Advisory simply
provided his asset statements. Common Sense lending and programs built for the South Bay is why many of the South Bay's largest Wealth Management
Teams refer their clients to us. We create solutions where other lenders create headwinds and we help our clients build wealth through results.
"Our Independence, Experience and
Secondary Market Relationships allow us to
think unconventionally, negotiate terms and
do what's best for our clients."
regan.hagestad@watermarkmtg.com
