The purchase of your perfect home – whether a loft in SoMa or a beachside bungalow in Venice – is an important decision in your life.

We never lose sight of that.

We know that home purchase isn’t just about real estate, it’s about your life. At Carlyle Financial, we work alongside our clients as they progress through each phase of homeownership. As your household needs change over time, you’ll be confident knowing that you have a mortgage banker who knows you and where you want to go.

Here’s what to expect throughout your Carlyle Financial experience:

taking advantage of home equity

Choosing Your First Home.

Applying for your first mortgage may seem daunting, but doesn’t have to. Your personal mortgage banker at Carlyle Financial will guide you through the financing, keep you informed about what to expect and advise you about any critical items that may affect the home loan process. And you can be sure that when escrow closes, we’ll be one of the first to congratulate you.

Expanding Your Lifestyle.

Whether you’re moving from two bedrooms to four to accommodate the kids, or purchasing a live/work space for your startup, we’re ready to get you there. Should you keep your current residence as a rental property or sell it? Can you use the equity in your old home as a down payment on a new property? We’ll help answer these questions and more to help you find the right fit for you and your family.

Adding A Second Home or Vacation Property.

Financing summer or vacation homes can be more complex than a primary residence, but our experienced mortgage bankers understand the subtleties involved. Contact us to help you make an informed decision.

Investment Property.

A real estate investment could be a major part of your financial portfolio. Use our experience with rental property financing to help minimize your risk and maximize cash flow on your residential or commercial investment.

Living a Golden Retirement.

As you approach retirement, your housing needs may change. You may want to downsize, relocate to a warmer climate or find a home that has extra amenities to free up your time. Talk to a Carlyle Financial mortgage banker to learn about our wide range of financing options so you can enjoy a worry-free retirement.

Check out our online resources to get you one step closer to owning your new home:

Ready To Start Your Application?

Be prepared by learning what documentation is required for your application which will help you close quickly and efficiently. Download a sample checklist here.

Need to Get Pre-Approved?

If you’re ready to make an offer on a property, we can get you that pre-approval letter quickly. Contact us now to get started.

Ready for an Expedited Closing?

When you need to close quickly, our mortgage bankers know exactly how to help you. We close most purchase loans in less than 30 days.