It's smart to begin planning your mortgage renewal about 4-6 months before your current term ends. Use this time to review your finances, track changes in your income and expenses, and define what you want to achieve with your next mortgage term. Understanding your current financial picture is the foundation for making the best decisions.
Before renewing, evaluate your overall financial health. Check your credit score, calculate your debt-to-income ratio (we can help with that), and take stock of your savings and investments. Knowing where you stand will help you determine what you can comfortably afford and what type of mortgage term and rate will suit your needs.,
We do the research of different lenders and their rates. It's not always best to go with your current lender as some may offer you better terms as a new client, giving us leverage in negotiations or even a reason to switch lenders if it makes sense.
We are armed with research and the understanding of your finances to negotiate your mortgage renewal. We don't settle with the first offer - we use our research and findings to secure a better rate and more favourable terms. We provide you with the options to make the most informed decision about which lender to go with.
Once you have chosen which lender and option to go with we carefully review the new mortgage agreement with you.. We make sure all negotiated points are included and that you understand the conditions. When everything looks right, you're ready to sign and move forward.









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