Our Mission Statement

Apex Home Loans, Inc. provides financial solutions for professionals, their clients,  individuals and families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation, family planning, insurance and investment professionals assisting in achieving their client's goals. In the process, we have been fortunate to serve the professional community for their personal needs as well.  Additionally, we are committed to giving back to the community and do so through our involvement in the Greater Washington Board of Trade and through our Annual Charity Golf Outing to benefit DC Habitat for Humanity, which has raised more than $ 12,000 over the last 3 years.

With regard to our clients, our true, long term relationship with the client begins with the closing.  When we try to handle every transaction in a manner that creates the highest degree of client satisfaction possible, we have earned their business, as well as all of their referrals.  We do this in three macro steps.     

1.We analyze the client's current financial situation (where they are now), and, through the interview process, establish their priorities, regarding their financial wishes (where they want to be).  We then match their current financial situation and future financial wishes with a mortgage solution that is tailor made to their goals (it gets them on the road to where they want to be) that best aligns with the client’s life style.

2. Once the client and Apex Home Loans, Inc. have agreed on the loan program, we make every effort to expeditiously close the transaction with the least amount of inconvenience.

3. Once the loan closes, our job truly begins.  Through consistent application of our database and client retention contact program, we stay in touch with our clients on a regular basis, advising them on how to best help themselves overcome their challenges and prepare for the future through our annual Mortgage Checkup Program. In the long term, we provide the client with a "one stop shop" for all current market trends and professional services referrals.

Our mission is to create "raving fans," which we see as clients who trust us with handling what are often their largest asset and largest debt, their home and mortgage. We strive to provide a mortgage experience that is legendary, not just satisfactory, such that clients will never have to shop for a mortgage broker again and will feel compelled to refer friends and family to us.

In conclusion, our goal is the earn the right to be a trusted mortgage advisor by providing them with so much value that they consider us to be an integral part of helping them meet their long term financial goals.  At this point, they have become clients not just for one transaction, but for life.