Our Process

At SafeBridge, our goal is to help you experience growth. When it comes to your mortgage needs, let us help you grow your wealth through real estate.

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Our Process - SafeBridge Financial Group

As a first-time homebuyer, your eye is on the bottom line. Up until now, you’ve been focused on finding the perfect property and saving enough for a down payment. You’re ready to have the keys to your new home in your hands, but your next step is to have the right people on your side—people who help you understand how much mortgage you can afford and walk you through every step of the process to home ownership.

Knowing how much you can afford before you start looking at houses is an easy way to avoid the heartbreak of falling in love with a property you ultimately can’t afford—or even worse, going over your budget and spending too much.

With SafeBridge’s mortgage process, you can focus on what you do best, secure in the knowledge that the financial side of the home buying process is in the right hands. When you connect with the right mortgage professional, you can trust their ability to do the research to find you competitive interest rates and the right product for your needs.

SafeBridge takes it one step further: we are with you in every step of the process, long before you are approved and well after you close. Our goal is to get you the best rate today, and to help you maintain the lowest cost of home ownership throughout the life of your mortgage.

In keeping with that goal, here are the five simple steps to obtaining a mortgage with SafeBridge.

The Mortgage Process

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Step 1:
Pre-Approval

We want to help you shop for a new home with confidence. Our team of Mortgage professionals will help review your mortgage application details to ensure that the numbers make sense. We look at what the best mortgage scenario could be and get you set up with a rate hold for up to 120 days.

Step 2:
Documentation

You will also be asked to provide a number of financial documents that will help your Mortgage professional review your overall financial picture to ensure they are both meeting your requirements and providing the best possible mortgage solutions.

Step 3:
Consultation

One of our experienced Mortgage professionals will review your situation and make some recommendations of possible mortgage solutions available as well as outline any necessary timelines to ensure a smooth mortgage experience.

Step 4:
Lender Discussions & Closing

Your Mortgage Professional will take your deal to the appropriate lender that you have selected and process the mortgage on your behalf. Once the mortgage solution is in place, the fun starts.  The funds will be advanced and your mortgage will close on the scheduled date.

Step 5:
Monitoring

We add you to our monthly mortgage market update newsletter to help you stay on top of the latest news in wealth building investment and mortgage strategies. You can also use our mortgage tracking program to get personalized information and news on your particular mortgage.

Apply Online for a Mortgage With SafeBridge

We want to help make your next mortgage as seamless as possible! Contact us today to find out how we can help get your mortgage financing in order. Whether you are looking to purchase your first home, refinance, renovate or build your dream home we are here to help!

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Apply Online for a Mortgage - SafeBridge Financial Group


The Insurance Process

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To some, finding the right insurance solution to fit your specific needs can be an overwhelming experience. We work with our clients to ensure that the process of finding the right product and the right amount of coverage is a positive learning experience rather than something you simply “have to do”.

The process doesn’t have to be challenging. Together we will walk through five specific steps that will ensure your end goal is achieved and you walk away with the exact insurance you need.


Step 1:
Consultation

The first step in defining your insurance needs is to properly and accurately understand how much insurance you need and what you are hoping to accomplish.

Step 2:
Analysis

As a team we will review the information you share with us in order to ensure that there is an appropriate fit between what you are looking for and what we can do to guarantee you get exactly that.

Step 3:
Recommendations

We will then provide our professional recommendation(s) and the insurance products and strategies we believe best fit your needs.

Step 4:
Implementation

If you believe that what we recommend will help you achieve all that we’ve discussed together, it is now time to begin the process of implementing our recommendations together.

Step 5:
Monitoring

As your trusted Insurance Advisors, we follow the “Golden Rule” with our clients and treat each one the way we would expect to be treated if the roles were reversed. We schedule annual check up appointments with each client to review existing policies and ensure that the coverage in place is still meeting the ever changing needs of each individual client.

Apply Online for Insurance Coverage With SafeBridge

At SafeBridge, our goal is to provide the utmost professional experience for all of our Insurance clients. We pride ourselves in offering the most strategic Insurance solutions for our clients and have access to the best Insurance companies in Canada. Contact one of our Insurance Professionals for a free quote today.


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Apply Online for Insurance Coverage - SafeBridge Financial Group