Who is Team Clermont of Inlanta Mortgage?
Team Clermont is comprised of Yvette Clermont and Amy Jo Larsen. Our our Wisconsin office in De Pere is located inside the John Allen State Farm building in the historic district of De Pere. Our Florida office is in the heart of Lakewood Ranch, in the Sarasota area. We always have the coffee on, so feel free to stop in anytime!
Since 1997, we have learned that what our clients need most while financing real estate is someone who listens well, is extremely organized, and knows the current rules and regulations to ensure a smooth path from application through closing. Along with Amy Jo Larsen, who has been in the mortgage and real estate industry since 2005, this team has proven time and time again, they do not disappoint.
Yvette has earned the distinguished title of Certified Mortgage Planning Specialist, achieved through additional education through CMPS, Institute. We abide by the Mortgage Planning Process with our clients.
What is the Mortgage Planning Process?
The mortgage planning process is different than the typical “shopping for a mortgage” experience.
The typical shopping for a mortgage experience may include spending your valuable time trying to save a nominal amount by comparing rates, fees and closing costs among different lenders, spending your valuable time baby‐sitting the mortgage company or bank you may have chosen to work with, being promised returned phone calls with updates and never hearing back from anyone, and being “sold” on one mortgage product over another.
The mortgage planning relationship is about you receiving valuable financial advice and guidance that can literally save you hundreds of thousands of dollars, trusting a professional who is committed, qualified and equipped to deliver what they promise, experiencing a “concierge” level of service when you are in the market to buy a home, refinance your mortgage or make cash flow changes to enhance your lifestyle, implementing a defined financial plan of action in helping you achieve your life goals and dreams; all while maintaining an ongoing high trust relationship with a team of financial advisors who can help you make necessary changes in your debt, cash flow and home equity planning strategies.
This is a relationship, not just a transaction. As such, it requires a defined system of accountability in order to work effectively. We appreciate the opportunity to illustrate what we can do for you!