Private Client · Finance

Your loan, originated by the person running your move.

As a licensed loan originator, I handle your financing directly and keep it in lockstep with your purchase or sale.

How I finance your move

Financing inside the same plan

Most buyers juggle an agent and a lender who barely talk to each other. When I originate your loan, the financing, the offer, and the closing date are all managed in one Transition Plan.

01

Pre-approval

I review your income and assets and issue a pre-approval before you shop, so your offers are strong and your budget is clear.

02

Loan structure

We compare loan options, down payment, and payment scenarios, including structures that suit business owners and complex or variable income.

03

Underwriting, coordinated

I manage conditions, appraisal, and underwriting on the same timeline as your purchase or sale, so nothing surprises the closing date.

04

Close and first 90 days

We review your final numbers together, close on schedule, and I stay available for questions after you move in.

When I'm both your agent and your loan originator. If I represent you in the real estate transaction and also originate your loan, I'll give you the required written disclosures explaining both roles before you commit. You are always free to choose a different lender.

Loan approval and terms are subject to underwriting; nothing on this site is a commitment to lend. Equal Housing Opportunity. Information here is general and is not financial or tax advice; please consult your own financial or tax professional.

Licensing. Ashley Bourgeois, REALTOR®, DRE #02400827, brokered by Real Brokerage Technologies, Broker DRE #02022092. Licensed loan originator, NMLS #2772254. Licensed life insurance agent, [CA Insurance License #].
Start your financing

Let's look at your numbers

Buying, buying and selling, or refinancing: tell me where you are and I'll follow up personally to talk through pre-approval and loan structure.

  • Pre-approval from the person managing your move
  • Loan structure that fits how you earn
  • Underwriting kept in sync with your closing
Thank you! Ashley will reach out soon to talk through your financing.
Private Client Concierge

Let's make the numbers make sense.

One conversation can turn "someday" into a real plan.

Start HereCall 559-978-8329