A referral guide for agents

Timothy Lynn, Loan Officer at Milestone Mortgage Solutions LLC

Timothy Lynn, Loan Officer

Milestone Mortgage Solutions LLC

Phone: (774) 246-6356

Email: [email protected]

NMLS# 1085312

Company NMLS# 1815656

Licensed in: MA, RI, CT, FL, NH, VT, OH, WV, VA, NC, MS, AL, TX, PA, OK, KS, MO, IA, WI, MN, ND, SD, CO, UT, NV, WA, VI, IN, IL, ME, AZ, WY

Timothy Lynn | Loan Officer | NMLS: 1085312 | Milestone Mortgage Solutions, LLC | NMLS #1815656 | 128 Union Street, Suite 101, New Bedford, MA 02740 | Licensed/registered in Connecticut | Illinois License# 031.0094211 | Indiana | Maine | Rhode Island — Rhode Island Licensed Loan Broker, Licensed Lender. Milestone Mortgage Solutions, LLC is also federally registered. For additional license/registration information, visit www.milestonemortgagesolutions.com/legal and www.nmlsconsumeraccess.org. For information purposes only. This is not a commitment to lend or extend credit. Information and/or dates are subject to change without notice. All loans are subject to credit approval. Other restrictions may apply. For additional information, visit www.milestonemortgagesolutions.com.

Realtor Referral Guide

A referral guide for agents

How a referral works

Step :

Before you refer

What you will see, and what stays private

Referral questions

Ready to send your first buyer?

REALTORS

LOAN PROGRAMS

For Real Estate Professionals

What to send us, what happens after you refer a buyer, and how you stay informed until the keys change hands.

Four steps from your referral to the first update on the file.

Step :

• Confirm the buyer agrees to be contacted by a lender

• Note whether they are a first-time buyer or a veteran

• Tell us your contract deadline if you already have an agreement

• Share the property address once you have it

You will see

Loan program and status

Open conditions and due dates

Appraisal and closing timing

Stays private

Income, asset, and credit documents

Personal financial details

Anything the borrower has not agreed to share

Use the referral form on the Realtors page, or call the office and we will take it from there.

Giving you financial power.

Quick Links

Contact

NMLS#

Company NMLS#

128 Union Street, Suite 101, New Bedford, MA 02740

Office (508) 356-5262