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Welcome to Pillar Financial’s Optimal Mortgage experience!  

This is a secured link that will enable you to start your loan process. Depending on the complexity of your profile, this questionnaire will take a few minutes to complete. This interactive, responsive interview has been designed for the mortgage industry to ensure a better loan process and avoid future complications. You will be asked a series of questions, one at a time, to complete your personal financial profile.

You will NOT be asked for any account numbers, but I do ask for your social security number (optional) to allow me to pull your credit and provide a mortgage pre-approval. Your best estimates for any values are fine at this stage. If you are unsure how to answer a question, just click “Save and Continue” and move to the next question. Your answers are saved as you complete each question, so you may return at any time to complete at your convenience. Once you “Submit” at the end of the questionnaire, a document checklist will be provided based on your answers. Print the checklist, start gathering the documents and I will be in touch to discuss your options. I look forward to working with you.

In closing, this process is to enhance your overall Pillar Financial Mortgage experience and protect your time! This will not replace our personal phone calls, face to face meetings if needed and our warm hello’s.

We value our relationship that we are starting and look forward to being your mortgage lender for life!