Resources 
Useful Forms and Tools 
Here at Union West, our clients are our top priority. When you entrust us with your business, we take that seriously.

We understand one of the greatest values of utilizing a service such as ours is that we can save you time. In our ongoing effort to make our services even more convenient for you, we have posted the forms and tools we provide online so you can access them at your convenience.

Also, we are consistently educating ourselves on the newest trends and opportunities in the real estate markets. While we digest all of this information, there are sometimes things we'd like to be able to share with you in greater depth. If you're interested, check out our Media Center to find summaries of some of the best information we've come across recently.

And last, but certainly not least, we have some information posted concerning referrals. Union West is a 100% referral based business. If you are pleased with our services, as we are certain you will be, please do not hesitate to tell you friends, family or colleagues.

The Mortgage Process

Myth vs. Fact

Suggested Reading List

Budget Tool

Preliminary Information Form
Please review, complete and return the above document prior to your initial client consultation.

Becoming Your Own Bank
The above form shows you how to grow your equity, allowing you to become literally, your own bank. Be sure to view both tabs as the first is an example and the second is a worksheet for you to tweak and view how your decisions now hugely determine your future opportunities.

How to Add $1,000,000 to Your Retirement
The above form shows you how to grow your equity, in such a manner that through proper investment you can add a million dollars to your retirement account in 30 years. You'll notice there are three tabs on this worksheet that you will want to go through to understand the step by step process. And of course we're always here to help should you have any questions or if you would like to meet to get this process started.

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