The Oliver Mortgage Process

The Key to Unlocking Your Mortgage Potential

At Oliver Mortgage, we’re dedicated to putting our clients in the driver’s seat. At the end of the day, this is about you. Your family, your needs, your investment. We’re here to help. Our easy process and innovative tools and systems enable us to find the best mortgage solution for your unique needs. Throughout your mortgage journey, we’re with you every step of the way, providing clear communication and all the information you need to make an informed decision.

How It Works

Step One: The Bit Where We Get to Know One Another

You’re looking to hire a trusted Okanagan mortgage advisor, but first, we need to get to know one another. Book an appointment with Dan to discuss your goals, possibilities and to talk things over. The chat is no obligation and will enable us to get to know each other better.

We recommend filling out our online mortgage application before the discussion, so we can truly tailor the conversation to your specific needs. The application is used internally only and it will not impact your credit score. All information will be kept strictly confidential.

Step Two: It’s Time to Review Options

Now that we know each other and have reviewed your unique situation and goals, the next step is to start sourcing the best mortgage options for your needs. We provide options and solutions, and you provide the decisions. It’s really important to us that our clients are happy, and we’re committed to doing everything we can to help you secure the best mortgage for your specific situation.

Step Three: You’re Pre-Approved

If you’re looking to purchase a new property, it’s time to start shopping. If you’re refinancing, we’ll work with you and the lender to get your new financing secured and delivered as quickly as possible.

We Can Help

With access to over 60 lenders across Canada and an incredible funding record, we’re an experienced mortgage team based out of Kelowna, in the heart of the Okanagan. Our core areas of business include: 

  • First-Time Homebuyers
  • Real Estate Investing
  • Unlocking Equity/Refinancing and Debt Consolidation
  • Commercial Lending
  • Mortgage Renewals

If you’re looking for a trusted Canadian mortgage professional, you’ve come to the right place.

“Dan assisted me in securing a low-interest rate mortgage allowing me to purchase a new home for my expanding family. His knowledge, experience and willingness to go out of his way were invaluable during the process. Dan was a pleasure to deal with and I will use his services again. ”

Kevin H


Have questions?

Book an appointment with Dan or start your application today. We’ll help guide you on the mortgage journey and make the experience as easy and stress-free as possible.

“The circumstances within which you took us on and the short timeframe were a challenge. You took a normally stressful situation, with those extra challenges, and kept us calm and focused. We appreciate everything you did for us. Our family is thoroughly enjoying our new home.”

Steve & Family

Contact Oliver Mortgage Now