Customer Story:
The Power of a Smooth Financing Experience

Debbie Siegel was introduced to Kevin Jarboe through an area realtor who recommended her services. Kevin and his young family were living in a condo that Kevin owned in Newton. They were ready to buy a single family home in the area west of Boston and had begun their search.

Debbie began the process by lining up the pre-approval documents so that when Kevin and his wife found a house they liked, they would be able to make an official offer. When life got in the way and the Jarboes had to focus their attention elsewhere, they decided to put their move on hold.

They reached out to Debbie recently when they were ready to make their move. The Jarboes had found a home in Medfield that they thought would be great for them and their two children, ages 2 and 3. They wanted Debbie to help them secure their financing.

Because their purchase, like many, was contingent on their selling the Newton condo, there was a lot of paperwork, deadlines and negotiations involved.

“Even though Debbie wasn’t directly involved in selling the condo, she was very helpful during the process. When things came up, she got us the answers we needed. She really went out of her way.”

In terms of Debbie’s primary task of helping the Jarboes secure financing for the new house, Kevin says she was “exceedingly responsive, organized and on the ball.”

With two young children, a demanding job at a law firm and the reality of closing on his condo sale in the morning and closing his home purchase that afternoon, Kevin says he appreciated Debbie’s willingness to run the whole financing process.

“Things were about as stressful and jam packed as they every get,” he recalls. “But I was able to go through Debbie on everything related to the new mortgage. I never had to talk to the lender or the lender’s attorney – all conversations went through Debbie. She went to the closing, had all the paperwork and made sure that it all went smoothly. It would not have gone that way if I had worked directly with the lender.”

Says Debbie: “It’s very satisfying to be able to help families like the Jarboes. I understand how crazy life is with a full time job and a young family and I love being able to make the stressful process of home financing go as smoothly as possible.”

November 10, 2011