When mortgage brokers contact us regarding your finances we are happy to provide them what they need on your behalf, but only if we have heard from you first! In order to disburse any personal financial information we require proper authorization, in writing. So while it’s easy to get caught up in the excitement of buying or refinancing a house, don’t forget to let us know in advance, via e-mail or letter, that you are in the process of applying for a loan.
We can all agree that laws and policies are that in place to keep your information safe are necessary. But they can also cause delays in getting things done. You can rest assured that the last thing we want to do is cause you any inconvenience. On the contrary, the first thing we want to do is to protect your information, and not just because we are required to by law!
Let us know if you have any questions about this subject, or if you have any life events coming up that will require us to release your financial information. We are here to help!
