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Choice is important.
Choice with the right guidance is invaluable. Allow us to seek out and identify the best options for your needs... as we will always keep your Best Interest In Mind! And, by always doing what's best for the client, our team of professionals build relationships based on trust and excellence in service.

 

Address
5633 Strand Blvd. Suite 302, Naples, FL 34110

 

It has been my pleasure to work with Suzy Keir for well over 5 years and every experience has been positive. She has always been enthusiastic and diligent with each and every customer that I have referred to her. I trust her knowledge and experience and her ability to pass that information along to my customers.
M. Young, Realtor

Over the past several years I have had the good fortune to work with Suzy Keir. She has helped to make transactions happen for me that would not have been made possible withour her assistance. My customers commended her on how refreshing it was to work with someone who had spent the time explaining all of their loan options and their loan in detail. They were very impressed with her professionalism and attention to detail with their transaction. Suzy is very efficient and also has helped to pre-qualify many of my customers which has helped to save both myself and my customers time and money. I recommend Suzy and refer with great confidence and pride.
T. Johnson, Realtor

 

 

 

 

 

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Loan Information


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Loan Application Downloads:


Suzy Keir



Loan Application Checklist:


  • Most Recent Pay-stubs for the last 30 days
  • W2's from most recent two most recent tax years (if applicable)
  • Last two years Federal 1040 Tax Returns (all pages) & 1120's if incorporated complete with K-1's
  • Most recent statements from last two months for any asset accounts you have such as checking, savings, stocks, bonds and retirement. Please make sure to include ALL PAGES of the statement.
  • Copy of Purchase Agreement with all Riders and Addendums (not applicable for refinance transactions)
  • Name and phone number of Condo Management Company (if applicable)
  • Name and phone number of Homeowner's Insurance Provider or If currently renting name and phone number of Landlord
  • Year to date Profit and Loss statement showing net earnings (if Self-Employed)
  • Divorce Decree (if applicable, all pages as well)
  • Copy of Drivers License(s)
  • Refinance only
  • Declarations page from current Homeowner's Insurance
  • Copy of most recent Mortgage statement
  • Copy of survey if single family residence
  • Proof of Annual taxes and Homeowners Association dues
  • Copy of Title Commitment with all schedules ( A-C ) included


Our commitment to you:

Your information will stay confidential and the information we collect we will contact will only be used for the purpose of processing your loan application. Once we receive the information below, we will contact you ASAP to discuss your options.

Equal Opportunity Housing

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