A Family’s Journey to Homeownership: How Our Team Navigated a Multi-Buyer Loan.
Client
The Leon Family
Mortgage Product
Conventional
Date
2024
Overview
A New Build with Three Borrowers and Zero Surprises: We had the privilege of helping a single mother and her parents buy their dream home together—a brand-new 4-bedroom in a John Balfanz development.
But this wasn’t a typical deal. Each family member needed to qualify together. That meant three incomes, multiple credit profiles, and one shared goal. Multi-buyer loans like this can get messy fast.
Missed paperwork. Miscommunication. Conflicting timelines. We didn’t let that happen. From day one, we kept everything organized and clear—who needed to submit what, when, and why. We handled the prep, stayed in constant contact with underwriting, and kept the entire file moving.
Since this was a new build, the process stretched almost a year.
And during that time, a lot can go wrong. We made sure it didn’t.
The goal was simple: help this family get into their new home without stress, confusion, or delays. And that’s exactly what we did.
But this wasn’t a typical deal. Each family member needed to qualify together. That meant three incomes, multiple credit profiles, and one shared goal. Multi-buyer loans like this can get messy fast.
Missed paperwork. Miscommunication. Conflicting timelines. We didn’t let that happen. From day one, we kept everything organized and clear—who needed to submit what, when, and why. We handled the prep, stayed in constant contact with underwriting, and kept the entire file moving.
Since this was a new build, the process stretched almost a year.
And during that time, a lot can go wrong. We made sure it didn’t.
The goal was simple: help this family get into their new home without stress, confusion, or delays. And that’s exactly what we did.
Deliverables
Monitored the market daily to lock their rate at the right time
Flagged potential issues early—so they never became problems
Loan Process & Escrow Support
Kept all three buyers informed every step of the way
Outcome
One Loan. Three Buyers. Zero Stress. We used smart tools to track the market daily—and locked their rate at the perfect time. That decision saved this family thousands over the life of their loan.
But it wasn’t just about the numbers. It was about keeping things calm, clear, and steady. No surprises. No last-minute stress.
We stayed ahead of the curve. Answered questions before they were asked, and made sure every document, deadline, and detail was handled right.
In the end, this single mom and her parents moved into a brand-new home—together, with peace of mind. Their vision became reality. And they never felt lost in the process.
But it wasn’t just about the numbers. It was about keeping things calm, clear, and steady. No surprises. No last-minute stress.
We stayed ahead of the curve. Answered questions before they were asked, and made sure every document, deadline, and detail was handled right.
In the end, this single mom and her parents moved into a brand-new home—together, with peace of mind. Their vision became reality. And they never felt lost in the process.
Zillow link
