Sequoia Connect vs Wikoff Connect

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing your complete financial picture. • Dynamic reports with current investment information. • Balance sheet with linked account reporting to view all your assets in one place. • Document vault for securely viewing files from your wealth advisor. • Advisor access to your personalized reporting. • And more!

At Wikoff Mortgage, we believe in personalized lending. We use state of the art technology to make sure that you are advised, included, and supported through every step of the loan process. By understanding your full financial picture, we can offer you the right loan products for your life path. This is our promise to you: No strings attached. Just an ethical and caring transaction from our family to yours. Wikoff Connect Benefits: Whether this is your first time purchasing a home, or you’re looking to refinance your current one, the Wikoff Connect app puts a simplified, transparent vantage point of the lending process in your hands from beginning to end. Use Wikoff Connect to: Determine if homeownership is a viable option for you based on your monthly income and expenses Compare different lending scenarios to find a loan product that fits your lifestyle. Speak with your Wikoff Mortgage Loan Officer today for a customized solution tailored to your specific financial situation, needs, and goals. Calculate how much it could potentially save you to refinance your mortgage Expedite your loan approval process by scanning/uploading required documents straight from your phone Easily access contact information for your Wikoff Mortgage Loan Officer and real estate agent and share with friends/family Gain insight on industry news that may impact your loan, i.e. changes in mortgage interest rates Disclaimer: It is important to find the right home loan to match your lifestyle. Use our calculator to estimate your mortgage payment in advance with the understanding that results displayed are only estimates and are not actual loan costs. This is not a commitment to lend. Speak with your Wikoff Mortgage Loan Officer today for a customized solution tailored to your specific financial situation, needs, and goals. Your Wikoff Mortgage Loan Officer can also assist you with any questions you have about your loan and the loan approval process.