Making Our Meetings Productive
Our goal when we meet with you is simple: to make sure you leave the conversation with clarity, confidence, and clear next steps.
Whether you’re buying your first home, refinancing, or just exploring options, a productive meeting helps you get the most value from the time we spend together.
Here’s how we work together to make our meetings as useful and effective as possible.
Come With a Clear Reason for the Meeting
You don’t need to have everything figured out — but having a general idea of why you’re meeting helps guide the conversation.
This might be buying your first home, understanding borrowing capacity, reviewing an existing loan, or planning for the future.
Even saying “I just want to understand where I stand” is a perfectly good starting point.
Be Open About Your Situation
Productive meetings are built on honest conversations.
Sharing accurate information about your income, expenses, debts, and goals allows us to give you realistic advice — not assumptions.
If there are uncertainties or challenges, it’s always better to discuss them early.
Have a General Understanding of Your Numbers
You don’t need exact figures for an initial meeting.
A rough understanding of your income, savings, existing debts, and spending habits is usually enough to start the conversation.
This helps us focus on strategy rather than chasing basic details.
Prepare Any Questions You Have
Meetings are most valuable when your questions are answered.
Writing down questions beforehand helps ensure nothing important is missed — whether it’s about pre-approval, loan options, repayments, or timing.
There are no “wrong” questions, and asking them early saves confusion later.
Understand That the First Meeting Is About Clarity
Our first meeting is not about pressure or commitment.
It’s about understanding your position, explaining options clearly, and identifying what steps (if any) make sense next.
Good decisions come from understanding, not rushing.
Be Clear About Your Comfort Level
Borrowing capacity and comfort level are not the same thing.
Sharing what feels manageable for you — especially if interest rates or expenses change — helps ensure recommendations suit your lifestyle.
This allows us to focus on sustainable outcomes.
Be Open to Guidance and Suggestions
Sometimes a productive meeting highlights small changes that can improve your position.
This might involve adjusting debts, refining savings strategies, or timing your application differently.
These insights are most valuable when there’s time to act on them.
Know That It’s a Two-Way Conversation
Our meetings work best when they’re collaborative.
You ask questions, we explain options, and together we work out what makes sense for you.
You’re never expected to proceed unless you’re comfortable.
How Chase Approaches Our Meetings
Chase Douglas has extensive experience helping clients at all stages — from early planning through to long-term reviews.
Each meeting is focused on clarity, preparation, and helping you understand your options in plain English.
The aim is always the same: make sure your next step is the right one for you.
Ready for a Productive Conversation?
You don’t need to be fully prepared to get value from a meeting — you just need to be open to the conversation.
👉 Book a meeting with Chase Douglas and let’s make the most of our time together.
Clear conversations lead to better decisions.
