Hunt Rose NMLS# 357918 | TREC# 439717
256-bit secure text transfers and multi-factor authentication (MFA)
Because we evaluate property transactions through a complete portfolio framework, our process begins with strict privacy protocols. We never accept financial documentation through unsecured email channels.
3-Step Process Flowchart:
• Sign the 'Mutual NDA'
• Activate the Core Onboarding Retainer ($2,500)
• Access Your Multi-Factor Encrypted Vault Link
please log in to the "secure vault" and upload the following items:
• Investment Portfolio Statements:
Most recent brokerage statements for:
- Stocks
- Bonds
- Mutual Funds
- Annuities
- ETFs
- etc., (essential for analyzing cash-alternative strategies like a Securities-Backed Line of Credit).
• Tax & Income Verification:
- Your two most recent federal tax returns (all pages) and any relevant K-1 or W-2 structures (used to evaluate your marginal tax bracket and structure optimal mortgage deductions).
• Existing Property Statements:
- Most recent mortgage statement
- Property tax statements for any primary or investment real estate you currently hold.
