Resources
Strategy library
Checklists, roadmaps, editable worksheets and briefs — built so you arrive at the call with a plan, not questions.
Investor toolkit · 9-point checklist
DSCR Qualifier Checklist
Run your investment property through the same nine checkpoints we use to pre-qualify a DSCR deal — before you ever submit an application.
International buyer kit · Step-by-step roadmap
Foreign Buyer Roadmap
Documents, down payment ranges, taxes and closing logistics for non-U.S. residents financing a U.S. property — without a U.S. credit score or SSN.
Buyer checklist · Before pre-approval
First-Time Home Buyer Checklist
Everything you need to assemble before talking to a lender — credit, documents, down payment programs and a realistic timeline.
Refi analysis · Editable worksheet
Refinance Savings Worksheet
Calculate break-even, cash-out scenarios and monthly savings before locking your new rate.
Sponsor brief · Commercial financing
Commercial Financing Brief
Term sheets, sponsor requirements and underwriting criteria for multifamily, mixed-use and bridge deals from $1M to $50M.
Personal briefing · Advisory method
Strategic Advisory Briefing
How I structure international mortgage strategies for buyers and investors — and whether the method fits your goal.
Investor roadmap · 5-step process
Investment Roadmap
The exact 5-step process we run for every investor file — documents and decisions required at each stage so nothing surprises you at closing.
Before our call · 1-page prep
Strategy Call Prep Sheet
Bring this to our 30-minute call. Two minutes of preparation makes the conversation twice as valuable — and gets you a real plan instead of a generic answer.