Book Your Onboarding Meeting
The onboarding meeting is going to be with your dedicated client success specialist where they will review your goals, financial circumstances and help support you in finding the best route forward to fully execute on the Replace Your Mortgage strategy! Many of you had the onboarding meeting scheduled by your enrollment specialist at the time of signing up. However, if you haven't had your onboarding meeting and do not currently have one scheduled, please use the button below to get one scheduled.
