Case Studies

Real success stories from our clients. See how we've helped investors and homeowners achieve their financing goals across Virginia, West Virginia, Maryland, and beyond.

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(10 results)

10 Case Studies

Browse our collection of real client success stories

Asset-DepletionOwner-OccupiedRetiree

Asset-Depletion Mortgage in Charlottesville, VA

Converted liquid assets into qualifying income to buy without traditional employment.

$476,000
30 days
Charlottesville, Virginia
Single Family
Asset-DepletionRetireeVirginia
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Bank StatementSelf-EmployedOwner-Occupied

Bank Statement Mortgage in Richmond, VA: Closed in 24 Days

12-month business statements with a reasonable expense factor.

$446,250
24 days
Richmond, Virginia
Single Family
Bank StatementSelf-EmployedVirginia
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Fix & Flip → DSCRInvestor

BRRRR Financing Win in Pittsburgh, PA

Sequenced acquisition/reno and set up a clean DSCR exit.

$210,000
45 days
Pittsburgh, Pennsylvania
Investment Property
BRRRRFix & FlipDSCR+1 more
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DSCRInvestor

DSCR in Greenville, SC: 4 Units, DSCR 1.15, Cleared in 21 Days

Market rent underwriting, solid reserves, and a clean close.

$512,000
21 days
Greenville, South Carolina
4-Unit
DSCRInvestorSouth Carolina
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FHAFirst-Time Buyer

First-Time FHA Buyer (VA): Approval in 12 Hours, Clear-to-Close in 21 Days

How we coached a first-time buyer through credit/liability hurdles to an on-time FHA close.

$318,450
21 days
Virginia, Virginia
Single Family
FHAFirst-Time BuyerVirginia+1 more
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ITINOwner-OccupiedFirst-Time Buyer

ITIN Mortgage in Virginia: Family Buys in Woodbridge With 10% Down

Coordinated docs, counseling, and early underwriting to close on time.

$378,000
30 days
Woodbridge With, Virginia
Single Family
ITINVirginiaOwner-Occupied
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Non-QMOwner-OccupiedCondo

Non-Warrantable Condo in Arlington: Closed With Alternative Documentation

HOA litigation + budget issues? We navigated a non-warrantable condo with a Non-QM path.

$388,000
30 days
Arlington, Virginia
Condo
Non-Warrantable CondoNon-QMVirginia
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OTC ConstructionOwner-OccupiedConstruction

One-Time-Close Construction in Loudoun County, VA

Single-close construction loan simplified a custom build.

$690,000
30 days
Loudoun County, Virginia
Construction
OTCConstructionVirginia
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HELOCSelf-EmployedOwner-Occupied

Piggyback HELOC Win in Virginia Beach, VA

Used an 80/10/10 to avoid monthly PMI and keep flexibility.

$492,000
30 days
Virginia Beach, Virginia
Single Family
HELOC80/10/10Self-Employed+1 more
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DSCRInvestorShort-Term Rental

STR DSCR Success in Asheville, NC

Used market rent and STR comps to structure DSCR in a seasonal market.

$431,250
30 days
Asheville, North Carolina
Investment Property
DSCRSTRNorth Carolina
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