Consultation Booked - The Unconventional Approval System
Alan Borcic - Mortgage Strategist
✓ Consultation Booked

Your Free Consultation Is Confirmed

You've taken the most important step toward mortgage approval. Here's exactly what happens next and how to prepare for your consultation.

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Meeting Date & Time
Check your email for calendar invite
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Confirmation Sent To
Your registered email address
⏱️
Session Duration
45-60 minutes (Free Consultation)
What Happens Next

Your Path to Mortgage Approval

Here's exactly what to expect before, during, and after your free consultation.

1

Check Your Email

You'll receive a confirmation email with your calendar invite, Zoom link, and preparation instructions within the next few minutes.

2

Gather Your Documents

Collect the documents listed below so we can provide the most accurate assessment during your consultation.

3

Join Your Consultation

We'll conduct a comprehensive free consultation, present multiple options, and map out your complete approval path.

How to Prepare

Maximize Your Consultation Value

Having these items ready will allow us to provide the most accurate and actionable strategy for your situation.

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Documents to Gather

  • Last 2 years of personal tax returns (T1 General)
  • Business tax returns if applicable (T2, T4A, etc.)
  • Recent bank statements (last 90 days)
  • Proof of down payment funds
  • Current mortgage statement (if refinancing)
  • Credit report if you have one (optional)
  • List of current debts and monthly payments
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Questions to Consider

  • What's your primary goal? (Purchase, refinance, debt consolidation)
  • What's your ideal timeline for this mortgage?
  • What challenges have you faced with traditional banks?
  • Are you self-employed or business owner? For how long?
  • Do you have past credit issues you're concerned about?
  • What's your monthly business cash flow vs. reported income?
  • Are there any CRA debts or tax situations to address?
Your Journey Timeline

What to Expect After Your Consultation

During Your Consultation

Complete Financial Assessment

We'll review your complete financial picture, understand your goals, and identify which alternative lending channels align with your situation.

End of Session

Multiple Options Presented

You'll receive 2-3 customized strategic options with complete transparency on rates, costs, penalties, and trade-offs for each path.

Within 24-48 Hours

Pre-Approval Process Begins

Once you select your preferred option, we'll initiate document collection, credit assessment, and begin working with the appropriate lenders.

3-5 Business Days

Consultation Summary & Next Steps

Receive your formal pre-approval (if applicable), complete budget breakdown, and clear action items for moving forward with your chosen path.

Add to Your Calendar

Don't miss your consultation - add it to your preferred calendar now.

📆 Google Calendar 📅 Apple Calendar 📧 Outlook Calendar

Questions Before Your Consultation?

Our team is available to answer any questions about the consultation,
required documents, or what to expect during your free consultation.

Email Alan Call Our Office