As a Wells Fargo Advisors client, you can count on your financial advisor to help you make the most of your investment portfolio and help you reach your financial goals.

Your home financing goals are no exception. After all, your home can play a major role in your finances.

Our affiliated Wells Fargo Home Mortgage consultants are committed to providing exceptional service. They understand the unique needs of Wells Fargo Advisors clients.

From the simplest financing arrangements to the most complex, your home mortgage consultant can help you explore different ways to help you achieve your home financing goals:

  • Financing for vacation or investment homes
  • A PriorityBuyer® preapproval that shows real estate agents you’re a serious buyer and may give you an advantage over other home shoppers
  • A full range of fixed- and adjustable-rate alternatives available for conventional conforming loans, government loans, and jumbo loans
  • A yourFirst Mortgage® that offers qualified first-time and repeat homebuyers a down payment option as low as 3% on a conventional fixed-rate loan. With a low down payment, mortgage insurance is required and increases loan cost and monthly payment. Talk with a home mortgage consultant about loan amount, type of loan, and property type requirements to ensure eligibility

Our affiliated home equity specialists can also help you explore home equity financing options:

  • Be protected from rising rates with annual and lifetime interest rate caps that limit interest rate increases
  • Lock in the rate with a fixed-rate advance during the draw period
  • Receive potential tax benefits if the home equity financing is used to improve, buy, or build a home. Talk to a tax advisor for details.
  • Potentially qualify for lower pricing based on assets under management

Working with Wells Fargo Home Mortgage has its advantages. Your home mortgage consultant can provide information about potential home financing, and your financial advisor can help you see home financing in the context of your larger financial picture.

As a Wells Fargo Advisors client, you

  • Get help with financing for complex income and asset scenarios
  • Potential relationship discount pricing based on your assets under management
  • Have access to specially trained originators knowledgeable in the needs of clients with complex income and asset scenarios
Tablet showing yourLoanTracker application status

The home loan process just got better

Use yourLoanTrackerSM to complete important tasks and check your loan’s progress — any day or time, from any computer, smartphone, or tablet. yourLoanTracker is not available with all loans; talk with a home mortgage consultant for details.

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