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 and jumbo loans
  • A yourFirst Mortgage® that allows both first- and next-time homebuyers a down payment option as low as 3% on a conventional fixed-rate loan, and provides a simplified financing package with unique benefits

Our home equity specialists can also help you explore ways to use your home for your liquidity needs.  Home equity financing can provide flexibility and a ready source of funds with additional benefits:
  • Be protected from rising rates with rate caps that limit interest rate increase
  • Lock in the rate with a fixed-rate advance during the draw period
  • Get potential tax benefits — consult your tax advisor
  • 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
  • May receive special relationship pricing based on your assets under management
  • Can take advantage of expanded credit, debt, and loan-to-value approval guidelines, if you qualify
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 to a home mortgage consultant for details.
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