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pre qualification

OUR SERVICES ​​

Our services begin as a mortgage broker, shopping the market to find the best loan package for your specific needs and abilities. Where we differ is in the service and the relationship. ​
We are more than just a mortgage finance company; we're an investment tracking company. We offer top-notch service on your loan, then track both your satisfaction with the process and your investment. Many of our customers call for general financial advice regarding their real estate and finances. As part of our service, we contact you periodically if we feel some programs or actions will save you money.
Long after your loan has closed, University Investments continues to work with you, analyzing your loan, tracking the market, and notifying you if conditions are ripe for a refinance or new mortgage terms. We remain at your service as a reference when you have questions about your loan or the mortgage market in general.
University Investments has closed over $7 billion in mortgage loans since its inception in 1993.  Contact us today to find out what we can do for you. ​

getting started


STEP ONE

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​PRE QUAL
We'll help you determine what's important for the pre-qualification process and help you get the information you need. University Investments will assess your current financial situation and long-term goals. We'll help with credit check and income verification. We take the time to explain the loan process thoroughly.

STEP two

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​​LOAN SELECTION​
We'll find the best program at the best rates possible for your needs. We know the "ins and outs" of each program to help you meet loan requirements easily. University Investments works with a large number of lenders to find the best mortgage product.

STEP THREE

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​​LOAN APPROVAL
Most loans come back with conditions for approval. We'll help you meet those conditions or negotiate for you, if possible. University Investments will help you meet conditions for approval of your loan. 

STEP four

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​​FOLLOW UP
​​Our product is not the loan itself, it's the way you feel about the loan you've received. We follow up with you to ensure you are satisfied and secure with your mortgage. This follow up continues for years down the road as we constantly monitor your situation to see if you might be able to benefit from a different loan.

STEP FIVE

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​CONSULTING
​​We're more than happy to answer questions for you. Thinking of refinancing? Considering a new home? Questions about how other financial activities will affect future loans? We're there for you whenever you need us.​

DOCUMENTS

​FILLABLE APPLICATION

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AUTHORIZATION

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GIFT LETTER

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HOME LOAN TOOLKIT

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CA DRE 01183866 • NMLS​ 312162  
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  • HOME
  • Services
    • Prequal
    • Refinance
  • Our Team
  • Contact Us
  • FAQ
    • Glossary
    • Types of Loans