Solist Financial - Wealth Management Services

Solist Mortgage & Lending LLC – NMLS 4102

Mortgage & Lending Solutions

Are you looking to purchase residential real estate quickly and seamlessly while securing the best available rate? Solist Wealth Management is here to help. With over 30 years of experience in residential lending and a robust network of 34 lending partners, our team is dedicated to providing a transparent mortgage process free of any surprise costs, fees, or insurance requirements.


Why Choose Solist?

At Solist Financial, we constantly monitor the interest rate environment to ensure that we offer competitive rates that match or even beat those of big banks and other lenders. Our objective is to make your mortgage experience as smooth and hassle-free as possible.


Comprehensive Mortgage Services

We offer solutions to both traditional and non-traditional income earners, including small business owners and self-employed individuals. Our services include:


  • Conventional Mortgages
  • Portfolio Lending
  • New Construction Loans
  • Renovation Loans
  • FHA Loans
  • USDA Loans
  • VA Loans
  • Jumbo Loans
  • HELOCs
  • Reverse Mortgage Loans

Additionally, we offer Securities Based Lending, allowing you to leverage your investment portfolio for rates below market mortgage rates, eliminating lengthy closing periods.


The Solist Process

  1. Initial Interest: You express interest in a mortgage, and we gather the necessary information about you and the property.
  2. Same-Day Estimates: We provide a comprehensive loan estimate, including all costs, the same or next day to avoid any closing day surprises.
  3. Competitive Quote Analysis: We present a competitive quote analysis with any necessary amendments.
  4. Closing: You close on your loan, supported by our team every step of the way.

Real Success Stories

Take, for example, a client looking to purchase a home out of state. By leveraging our extensive lending network, we provided nearly a dozen quotes the same day, offering a rate that beat the initial quote and halved the closing costs.



Solist Wealth Management flyer detailing product offerings from Solist Mortgage and Lending

Want to experience the Solist Wealth Management difference? Contact us to schedule a complimentary personalized meeting.