Purchasing a home can be an exciting adventure…but have no fear! My team and I will be there guiding you home every step of the way!
Let’s start with an initial conversation. Our goal in this conversation is to get to know YOU, and your needs and goals for your home purchase. No pressure, we would like the opportunity to help turn your dream of home ownership into a reality. Homeownership means so much to so many and we are invested in giving you a place to build memories and future wealth.
A pre-approval from Summit Mortgage is a great strategy to get your offer to the top of the list. Our company is respected and recognized by real estate agents working hard to get their clients to closing.
Senior Loan Officer
Meet Kristi Piatz, Senior Loan Officer
Kristi has been serving our community since 2002. She has helped thousands of clients purchase and refinance their first, second and third homes as well as investment properties and vacation homes. She takes pride in her attention to detail and her impeccable reputation. Kristi truly appreciates the opportunity to earn your business and is sincerely committed to providing you with an exceptional and pleasant mortgage experience. When Kristi isn’t busy doing loans, she enjoys spending time with her family at their lake cabin and of course with their dog Tucker!
The Summit Mortgage Seller’s Choice Underwriting Guarantee, an amazing reputation, a friendly team, and personalized service are just a few reasons to work with the Kristi Piatz team. Discover all 10 reasons by downloading our “Top 10 Reasons” brochure.
Alexis will be your first contact once you apply for financing! Think of her as your mortgage and real estate concierge. She will set up your file and reach out to you for any documents/missing information needed to begin the process as well as gets your file ready for our 10k Underwriting Guarantee*, if you choose or fit the parameters. After closing, she will remain in contact to remind you of important information including your 1st payment and special marketing programs. She assists with providing you valuable monthly stats about your current home value and equity position based on neighborhood sales.
When to call Alexis: If you have questions on your loan application or uploading documents, or after closing if you have any questions about your first payment or the marketing programs.
Loan Partner II/Loan Officer
Sarah is a licensed Loan Officer and Kristi Piatz’s assistant. She assists with reviewing documentation upfront and the pre-approval process. Sarah can help you run numbers on homes you are interested in making an offer or seeing if a refinance makes sense. Once you get an accepted offer Sarah will help send out your initial documents and confirm your loan terms.
When to call Sarah: Anytime you have a question regarding your pre-approval, if you want to know if refinancing is a good option or have questions about your loan in process.
Kylie is your person once you have an accepted offer or decide to move forward with your refinance. She works directly with underwriting and is dedicated to making sure the final approval process is as streamlined and uncomplicated as possible. Her goal is to provide 5 star service. Kylie will keep you updated every step of the way so you are always informed about your loans status. Once f inished with underwriting Kylie confirms all the final numbers so you are ready for your closing!
When to call Kylie: Once you have an accepted offer or have started the refinance process. Questions about your appraisal, additional document requests and final closing details.
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9600 54th Ave N, Plymouth, MN 55442
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