Get a Joint Mortgage Section Review
In this section, you learned about:
✅ Mortgage basics
✅ Lending institutions and how they’re set up
✅ How mortgage lenders will assess you as co-buyers and what you’ll need to complete the process.
We covered the ins and outs of what you need to do to get prepared and how to optimize your approach to securing the mortgage of best fit.
When you are ready to contact mortgage lenders, you now understand that preparation will take you far.
Having your documentation ready and sharing the output of your CoBuy Wizard Worksheet will put you miles ahead of other borrowers. Your preparedness and diligence will incentivize an expert loan officer to want to work with you and do a fantastic job. You’re making their life easier.
We mentioned several resources in this section: they’re listed below.
Matt Holmes (LinkedIn) is co-founder and CEO of CoBuy, formed in 2016 to unlock homeownership for everyone. Before hopping a flight to Seattle to start CoBuy with his mother, Matt worked in investment banking and financial markets in London for a decade. He holds degrees from University College London (BSc Economics) and ESCP Business School (Masters, London & Turin).
Pam Hughes (LinkedIn) is Co-founder and COO at CoBuy. She has over 40 years of experience across finance, real estate, insurance, and construction. Pam has committed to personal empowerment through financial education for decades, which inspired her to start CoBuy with her son in 2016. She's best friends with a small dog known as Francis.