Welcome to my scheduling page at NEO Home Loans powered by Better Mortgage. Please book a time to connect. I look forward to talking with you!

Lisa Marie Shapiro
NEO Home Loans powered by Better Mortgage
Senior Mortgage Advisor
NMLS #49612
704-458-9898
lisa.shapiro@neohomeloans.com

Quick Phone Call
15 minutes
Dreams and Goals Call

This is where we go deeper into details on who you are and what you want financially for your new home.

30 minutes
New Buyer Consultation

In addition to loan program and approval terms, we review what happens before, during and after your mortgage. We'll go over the market strategy, options for home loan structure, setting expectations and reminders during the home shopping/loan process. You'll learn more on how NEO Home Loans is different!

1 hour
Contract Consultation

This meeting is for those who have already been approved for a home loan and have an ACCEPTED OFFER & FULLY EXECUTED PURCHASE AGREEMENT on a property.

This ideally should be scheduled no less than 24 hours after we have received the purchase agreement.

30 minutes
Post Closing Phone Call

Let's talk about what value we give to you now that your loan has closed!

15 minutes
Strike Rate

Tactical talk! This is where we set up goals and objectives to maximize rate reductions and minimize costs. Together we set the goal, and I will tell you when it's time!

30 minutes
Business Partner Meeting 30 Minutes
30 minutes
Business Partner Meeting 1 Hour
1 hour