Step 4 Wealth Maximization

The closing of your loan is just the start of our relationship.

Request Your Real Estate Wealth Digest

At NEO, we believe getting you into your home is just the first step.

Going forward, our goal is to help you maximize your wealth.

After your loan closes, we provide you with a monthly Real Estate and Wealth Digest for your home.

This report provides you with valuable insights on your home’s net worth as it grows.

Homebot

We know the only thing that’s constant is CHANGE.

As your financial situation evolves, your home’s value increases, and mortgage interest rates fluctuate, NEO will be there to ensure your mortgage is in sync with your financial goals.

Even after your loan closes, we employ professional analytics to analyze various mortgage strategies for you. We believe you deserve to be educated on the continued cost implications and wealth opportunities of your homebuying decision.

We don’t tell you what to do. We simply take the guess work out of your mortgage management by helping you to make decisions that are right for your financial future.

Home Graphs

View Sample Total Savings & Wealth Analysis

Request Your Real Estate Wealth Digest

Join the NEO Team

Make the decision to be EMPOWERED, HEARD, and VALUED where you work.

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We truly appreciate the opportunity to work with you on such an important financial transaction in your life and look forward to exceeding your expectations!