Planning Session
For buyers who want to understand their purchasing capacity before moving forward.
What is included
- Personal discovery meeting
- Income and commitment review
- Payment capacity estimate
- Initial mortgage direction
- Written meeting summary
Explore the available support options. The scope of work and fee are tailored to your case in a personal proposal.
A first purchase, refinancing, business income and a home move each raise different financing questions.
Plan a first-home purchase around available equity, transaction costs, a sustainable payment and the conditions of preliminary mortgage approval.
Compare an existing mortgage with alternatives using current balances, exit fees, remaining term, risk and total cost — not just a lower monthly payment.
Prepare a self-employed mortgage file around documented income, seasonality, business obligations and a payment the household can sustain.
Coordinate a sale and purchase with existing mortgage balances, equity release dates, overlapping payments and possible bridging or mortgage transfer.
For buyers who want to understand their purchasing capacity before moving forward.
For homebuyers who want professional management of the process with Israeli banks.
For refinancing, self-employed borrowers, home movers and cases requiring tailored work.
Fees are individualized according to case complexity, loan scope, the number and type of lenders, and the type and extent of service required. The scope of work and fee are agreed in writing before work begins.
Good mortgage guidance connects the numbers with the decisions that need to be made on time.
A short introductory call can clarify your starting point and the right service path.