Call us today:
858-875-2800

Call us today:
858-875-2800

Thursday, July 19, 2018
|

“The Big Picture” is your “Insider” View

The concept of "insider information" is essential to understanding our philosophy.

Unlike Wall Street's, "insider trading" which is unfair and illegal, insider information is something highly desirable when we're not doing something illegal with the information. It's common knowledge that those on the "inside" get opportunities and an understanding that those on the "outside" typically aren't privy to. As a "member" of the Insider family you'll get access to investment opportunities and have insider information that the big players get . . . and you don't need millions of dollars in order to play with the big boys.

What else is contained in our name? Well, of course there's that little play on words – our founder is David Sider.

While the words "Big Picture" are often used in daily conversation, the Big Picture is an invaluable tool that few people fully utilize. There are Big Pictures to every facet of existence including the universal "Big Pictures" that make up all of our lives, such as our. . .

  • Health & Personal Growth
  • Family & Friends & Communication (Relationships)
  • Spiritual Connection
  • Financial Activity

The ability to step back and look at life's issues more objectively, or to look at everything as a whole is essential if you want to plot a course of action and reach an intended goal. Operating from shortsighted points of view will yield shortsighted results. That's why the professionals at Insider Mortgage Corp. and our affiliated business partners, focus on your FINANCIAL Big Picture.

Our mortgage planners do far more than what the industry's typical loan officers do. Consider the following: In order for any loan officer to get you a loan, they need to inquire about all your confidential financial information, including your past and present income, assets, debts, spending patterns and credit rating. That's the basic minimum – "Mortgage 101" if you will. It's this that is required to complete any loan application. The question is, what would a true professional do to ensure that they proposed the best possible loan program for you? A thoroughly skilled loan officer would also find out about your:

  1. Potential future income (short and long term)
  2. Current money management strategies (what do you do with your cash)
  3. Use of Tax deductions (the mortgage deduction is just one of many pieces of this puzzle)
  4. Family plans – how many people will this home be for and how long will you stay
  5. Vesting – if you have a family, is the house being titled in your living trust. What, you don't have a trust?
  6. Risk tolerance levels for investing and retirement planning

The reality is that there are very few loan officers out there that ever ask any questions like these, and for that matter, are unable to see the long term big picture so they don't even know to ask.

The concept of "insider information" is essential to understanding our philosophy.

Unlike Wall Street's, "insider trading" which is unfair and illegal, insider information is something highly desirable when we're not doing something illegal with the information. It's common knowledge that those on the "inside" get opportunities and an understanding that those on the "outside" typically aren't privy to. As a "member" of the Insider family you'll get access to investment opportunities and have insider information that the big players get . . . and you don't need millions of dollars in order to play with the big boys.

What else is contained in our name? Well, of course there's that little play on words – our founder is David Sider.

While the words "Big Picture" are often used in daily conversation, the Big Picture is an invaluable tool that few people fully utilize. There are Big Pictures to every facet of existence including the universal "Big Pictures" that make up all of our lives, such as our. . .

  • Health & Personal Growth
  • Family & Friends & Communication (Relationships)
  • Spiritual Connection
  • Financial Activity

The ability to step back and look at life's issues more objectively, or to look at everything as a whole is essential if you want to plot a course of action and reach an intended goal. Operating from shortsighted points of view will yield shortsighted results. That's why the professionals at Insider Mortgage Corp. and our affiliated business partners, focus on your FINANCIAL Big Picture.

Our mortgage planners do far more than what the industry's typical loan officers do. Consider the following: In order for any loan officer to get you a loan, they need to inquire about all your confidential financial information, including your past and present income, assets, debts, spending patterns and credit rating. That's the basic minimum – "Mortgage 101" if you will. It's this that is required to complete any loan application. The question is, what would a true professional do to ensure that they proposed the best possible loan program for you? A thoroughly skilled loan officer would also find out about your:

  1. Potential future income (short and long term)
  2. Current money management strategies (what do you do with your cash)
  3. Use of Tax deductions (the mortgage deduction is just one of many pieces of this puzzle)
  4. Family plans – how many people will this home be for and how long will you stay
  5. Vesting – if you have a family, is the house being titled in your living trust. What, you don't have a trust?
  6. Risk tolerance levels for investing and retirement planning

The reality is that there are very few loan officers out there that ever ask any questions like these, and for that matter, are unable to see the long term big picture so they don't even know to ask.

10620 Treena St #230 San Diego CA 92131
Copyright © 2017 Insider Mortgage Corporation. Designed by lionmts.com. All Rights Reserved.
California BRE license #01193796 | NMLS license #254876
10620 Treena St #230 San Diego CA 92131
Copyright © 2017 Insider Mortgage Corporation. Designed by lionmts.com. All Rights Reserved.
California BRE license #01193796 | NMLS license #254876