Introduction
Mortgage transfers require extra coordination with banks, settlement steps, and additional documentation. We help keep mortgage transactions organized so your transfer can proceed smoothly.
Who this is for:
Buyers purchasing with a mortgage
Sellers with an existing mortgage
Clients refinancing or settling prior to transfer
Common challenges:
Bank timelines and approvals
Settlement coordination and clearances
Additional documents required for transfer readiness
Scheduling challenges between bank and trustee stages
How we help:
Provide a mortgage focused checklist
Support coordination for settlement steps and required clearances
Confirm file readiness before trustee transfer
Maintain clear updates so all parties stay aligned
