Improving Lives Through Mortgage Planning
Carlos Moreno is a certificate mortgage planner and loan officer with TD Bank America's Most Convenient Bank. Your mortgage is the biggest financial commitment you’ll ever make, so it’s up to you to understand how it works. For the facts you need to save time, money, and your sanity when financing the purchase of a home, ask Carlos for a mortgage advice.
His success is widely a result of their ability to provide WOW! service which is why almost 100% of their clients are by referral only. A big part of that WOW! has been his willingness to meet face to face with every client to ensure that the selected loan strategy is ideal and properly meets each family’s needs and circumstances. His system for communicating throughout the process is unmatched as every client is made aware during their initial consultation of every document and every step necessary for a successful and stress-free closing. After that it only gets better as everyone receives a weekly update in writing of every action taken along with a real-time accounting of where the file is in process.
Please choose one of my four locations for your convenience.
If I've helped one person go after their dream home or overcome a difficult mortgage process, that's really important to me and I consider that successful. Delighting customers is the name of the game in which we are all engaged.
the customer experience
MY NAME IS CARLOS
After working for many years in the customer service industry in one of the top hotels in Boston I decided to start a career in the real estate industry in 2001, my main focus was to get the knowledge and experience in 3 areas of the real estate industry; Mortgage, Real Estate Sales and property management. My real estate background has no only been a great asset in advising my clients, but in creating and drafting real estate investment strategies for clients looking to buy the first home or add real estate in their personal portfolio investment.