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With Spector &
Associates tracking
my loans, I don't
have to worry
about when to
refinance or who to
do it through.
They just call
and tell me
how much less
my payment
will be, I say
"sounds good"
and they handle it,
including all the
paperwork.
A small business owner -
 
 

LOAN ORIGINATION
Spector & Associates maintains information that is pertinent to a client’s finance and tax matters, which assists us in serving them. This data also enables us to offer a unique service to clients and a far simpler way to:

  • Finance a new home purchase
  • Obtain a second mortgage
  • Refinance an existing mortgage

As a financial advisor, we track a client's existing loan(s) on a daily basis against the best rates available. When a refinancing opportunity arises, we notify the client immediately. When the time comes to utilize this service, S&A accesses our records to fill out the necessary paperwork and submit it on a client's behalf, saving them time and simplifying the loan process.