How we won a $1.1M uninsured purchase deal from RBC 👇
• First-time homebuyers
• Limited monthly surplus cash flow
• Average spending habits
• Goal = reduce risk while maximizing flexibility + long-term savings
Instead of forcing aggressive payments, we set them up with an offset mortgage strategy.
Why it made sense 👇
• Kept their monthly cash flow comfortable
• Gave them maximum flexibility
• Reduced financial stress/risk
• Created the opportunity to become mortgage-free 4 years faster
• Potential savings of up to 4 years of mortgage payments
The best part?
The concept was actually simple once they saw the numbers.
Using the calculator + the “How It Works” breakdown helped everything click for them.
Another deal that was heading to RBC… saved.
Happy clients.
Even happier broker. 🔥
#teamwiley
We're built different
