SERVICES

For Borrowers

NEW BORROWERS

Milestone Financial, LLC only quotes loans through approved licensed brokers. However, if you do not have an approved licensed broker, please contact us and we will be happy to provide you with a list of brokers through whom we have previously placed loans.

For further questions, please call:
Linda Jonsson
P 800-351-5769
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EXISTING BORROWERS

All our loans are serviced by Trust Accounting Center/AFTS. If you have any questions about your current loan, Trust Accounting would be happy to answer them or provide you with any other information that you may need regarding your loan. Their contact information is:

Trust Accounting Center/AFTS
3119 Commercial Ave.
Anacortes, WA 98221
P 800-272-2033
F 888-313-0021
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Start Scenario request

If you wish to submit a scenario an expert will call you to discuss your options within 24 hours.

Please send all requested documents (proof of insurance, tax information or clearance reports) to Linda Jonsson-Manager of Servicing Operations

   Couple buying a house

Data obtained from various sources including BankRate.com and YahooFinance.com.  Past performance from Milestone Financial LLC ("Milestone") is not necessarily indicative of future performance.  Risk of
loss is always present. The cause of losses is because of the effect of one or more factors occurring alone or in combination with any other factors,  including decrease in property values, borrower credit, government regulation and other factors.  Milestone is not a security or partnership.  Participation in strictly thru a written promissory note.  Quarterly yield percentages are annualized.

We charge no management fee, load or set up fee. Past performance from Milestone Financial LLC (“Milestone”) is not necessarily indicative of future performance. Risk of loss and variations in yield can occur based on one or more factors including decrease in property values, borrower credit, government regulation and other factors. Milestone is not a security or partnership. Participation in Milestone is strictly through a written promissory note. Yield calculations are annualized. Milestone is not affiliated with or endorsed by Marcus & Millichap Real Estate Investment Services.


SERVICES


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For Borrowers
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INFORMATIVE


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Call us today! 800.391.0596

2626 Hanover Street Palo Alto, CA 94304
     

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