1. Understanding the
benefits of
Mortgage Planning
:
Ken Soileau, Mortgage Advisor
Jacob Dean Mortgage, Inc
p: 813.854.4136
f. 813.354.4823
ksoileau@jdmtg.com
www.kensoileau.com

2. Mortgage Planning Services Overview
Mortgage Planning Services
We provide you a lot more than a mortgage loan.
We provide you the following mortgage planning services:
Personalized Mortgage Plan
Integrating your largest financial instrument
with your goals
Periodic Mortgage Review
Maintaining complete control over how your
loan is performing
Annual Equity Review
Optimized equity through an in-depth
review of your mortgage’s
performance

3. Mortgage Planning Services Overview
Personalized Mortgage Plan
Making an informed decision
> Integrates mortgage with
financial plan
> In-depth analysis
> Underst and tot al cost
and tot al benefit

4. Mortgage Planning Services Overview
Personalized Mortgage Plan
The Total Cost Analysis
1 Side-by-side loan comparison
2 Measures performance over
1
time
3 Illustrates how decisions
impact financial goals
2
3

5. Mortgage Planning Services Overview
RateWatch Service
Maintaining Constant Control
> Sent to you on regular
basis
> Monitor performance
against the market
> Assess performance in
respect to goals

6. Mortgage Planning Services Overview
Periodic Mortgage Review
RateWatch Report
1
2
1 Review the current st atus of your
loan
3
2 Quickly see potential savings
3 See how to accelerate equity growth

7. Mortgage Planning Services Overview
Annual Equity Review
Optimize your equity
> Annual service
> In-depth review of mortgage’s
performance
> Coordinate planning with
changed goals and/or life
events

8. Mortgage Planning Services Overview
Annual Equity Review
Equity Repositioning Analysis
1 Comprehensive debt review
2 Restructuring Analysis
1 3 Time-based goal tracking
2
3

9. My goal is to help you save more, earn more, and
own more.
Ken Soileau, Mortgage Advisor
Jacob Dean Mortgage, Inc
p: 813.854.4136
f. 813.354.4823
ksoileau@jdmtg.com
www.kensoileau.com