September…added 2 new services…. and free advertising in digital directory

Hello Everyone,                                                                                                          September 2015

I hope you are enjoying the extra warm summer months. Now that school has or is starting soon, you’ll find yourself ready to take a breather right before the holiday season starts. It’s always something! My 18 month old daughter Amanda and I took a road trip from Southern California where we now live, up through Oregon to see friends and family, then on up to the Seattle Washington area to see my side of the family, and many of my friends, clients, colleges.

I thought to share with you the added services that I now offer: Life & Disability Insurance and investment planning/advising. I’ll be sending more information out on this as I roll out the new side to my business. Be watching your email for more info…

Now you have one person that offers 4 fields of service:

  1. Mortgage Lending
  2. Real Estate
  3. Life & Disability Insurance
  4. Investment/ Retirement Planning.

That’s 4 filters that I possess, to put you and your family in the best possible situation for long term success. I’m not just any one of these…but I have all 4 professional licenses. In addition, I have a team of professional, highly educated people that I work with, to ensure my counsel is the absolute best for your needs. I don’t know of anyone who holds all 4 of these specific licenses in these fields.

I have something else you’ll find useful, either for yourself or your welcome to pass on. I decided to post the outline of my upcoming book, “The Mortgage Loan Process” for your review. I already posted the 3rd chapter about credit and did so first because that’s the most popular subject. I’ll be posting a new chapter every couple of months, so be watching. I look forward to your feedback. My goal with it is to give you the honest view, with a slightly humorous tone, of the overall process. My 25 years has given me some great content. You may even recognize some of the stories, so enjoy!

Last but not least, I wanted to remind you to check the digital directory for your area. I offer free advertising and referrals for good clients of mine who have local businesses. I also check yelp scores and do my best to ensure they are good quality people you can trust. Feel free to reach out to me if you also have job needs. I have a network of folks up and down the west coast that offer staffing and job placement. I do my best to give back to the communities that have given me so much. Thank you for your referrals and continued support.

Introducing Adrean J. Rudie – Author of a new book coming soon- 2020

Author of a new book coming out…                                                                          6/2015

I thought I would share with you something new I’m planning to do to help the mortgage industry as a whole and especially my clients. I’ve done some research and there are not a lot of books on the mortgage process itself. There’s a lot on real estate itself, and there are some on credit, however there isn’t a simple book that goes through the start to finish process of the mortgage loan. There been a lot of changes and there will continue to be a lot of changes in the industry as time goes on. My goal in writing this is to sort out the team players so you know who is who such as Realtors, appraisers, title companies, escrow companies etc. I also plan to give a description on each one of them so that you understand where they sit in the timeline while doing your loan. Some of you in recent years have given me some wonderful ideas and it’s about time I put it on a book. Part of it too, is so that I’m not repeating myself over and over with the same things that everyone asks. I’ve done some outlining of this procedure with a rough draft of a couple parts of it with some of my clients recently and it’s really helped. I’m looking forward to helping you and working with you so the first post will be a blurb on the credit side of things and what people don’t always know is affecting their credit score. Stay tuned for that one, it will be a different post. I plan to draft a chapter on each of these services within the loan process along with the timeline and overview to try to help assist people and what means what and what to expect when. It’s been a blessing being a lender and realtor this last several years so I can see both sides of the coin and often it’s much easier just having one person to work with for all of it.

Client Success Story – The power of multiple licenses!

Client success story – Example of the power of being able to offer you all of these services…

I’m excited to be able to offer you more services including insurance and securities in the upcoming months. I already saved a real estate sale by knowing I could help my clients get an annuity that would help him qualify for a home purchase in a retirement community co-op. I knew his financial situation and by reallocating funds into an income annuity I was able to help him more than qualify. Otherwise he would not have qualified and would have lost at home he was looking forward to. I’m not sure if I know myself the power of all the knowledge I possess. Normally you would go to all these different people in all these different fields to be able to get your answers. You’d have to relay and repeat your story over and over to these individuals to get the help you needed. Instead, I possess the knowledge of all 4. I find it amazing that these services are not all offered by the same person or entity more often because these things are all tied together. That’s why my goal is to offer you full service financial, meaning everything that you could just about need… I can help you with. I also can definitely help you with all of the major services. Anything I cannot do myself, I have excellent referral sources for such as; CPAs, attorneys, auto insurance, home insurance etc. Thank you for your loyalty and your patience with me over the last two years while I started a new family and added these two major services to my tool belt to help you. I’m really looking forward to how all these things will dovetail together to help bless you and me in the years to come. Thank you as always for your continued support and referrals. You are a treasure to me and I am grateful to have you in my life.

Where have I been and why so quiet???

IMG_0230edit[1] smallWhere have I been?

Hello Everyone!                                                                                                        June 2015

By taking a little time off at the beginning of this year I’ve been able to dramatically improve my service options for you. I’ll be rolling out several new things this year so be watching. In addition to real estate and mortgage services, I’m not sure if you are aware but I also am able to offer life and disability insurance, along with fixed annuity products. More on that as the months go by. Before the end of the year I should be able to the offering a variety of investment services such as mutual funds, money market accounts, annuities, etc. so stay tuned.

 

Client success story – Example of the power of being able to offer you all of these services…

I’m excited to be able to offer you more services including insurance and securities in the upcoming months. I already saved a real estate sale by knowing I could help my clients get an annuity that would help him qualify for a home purchase in a retirement community co-op. I knew his financial situation and by reallocating funds into an income annuity I was able to help him more than qualify. Otherwise he would not have qualified and would have lost at home he was looking forward to. I’m not sure if I know myself the power of all the knowledge I possess. Normally you would go to all these different people in all these different fields to be able to get your answers. You’d have to relay and repeat your story over and over to these individuals to get the help you needed. Instead, I possess the knowledge of all 4. I find it amazing that these services are not all offered by the same person or entity more often because these things are all tied together. That’s why my goal is to offer you full service financial, meaning everything that you could just about need… I can help you with. I also can definitely help you with all of the major services. Anything I cannot do myself, I have excellent referral sources for such as; CPAs, attorneys, auto insurance, home insurance etc. Thank you for your loyalty and your patience with me over the last two years while I started a new family and added these two major services to my tool belt to help you. I’m really looking forward to how all these things will dovetail together to help bless you and me in the years to come. Thank you as always for your continued support and referrals. You are a treasure to me and I am grateful to have you in my life.