Mortgage Services Tailored for CPAs
Collaborating to Deliver Financial Success for Your Clients
Dianna M. Thompson Mortgage Services, I work with CPAs like you to provide mortgage solutions that align with your clients’ financial strategies, tax planning, and wealth-building goals. Together, we can offer expert insights and solutions to help your clients make sound decisions about homeownership and real estate investments.
Why CPAs Partner With Me
01
Tax-Savvy Mortgage Solutions
I design strategies that complement tax planning and optimize deductions.
02
Customized Loan Options
From home purchases to investment properties, I offer tailored loan programs to fit each client’s financial profile.
03
Equity Management
Help clients maximize their home equity for investments or debt management.
04
Transparent Communication
I provide detailed insights to ensure seamless collaboration with you and your clients.
Why CPAs Trust Me
- Expertise in Complex Scenarios
I specialize in assisting self-employed individuals, investors, and high-net-worth clients. - Proactive Problem-Solving
I identify opportunities to improve your clients' financial outcomes. - Dependable Communication
I keep you informed at every step, ensuring a seamless process. - Client-Centered Approach
My goal is to deliver solutions that empower both you and your clients.
Let’s Partner for Your Clients’ Success
- Collaborate with me to provide your clients with mortgage expertise that enhances their financial strategies. Together, we can help your clients achieve their homeownership and investment goals while supporting their broader financial plans.
Ready To Start Your
Homeownership
Journey?
Starting your road to homeownership is literally a click away. Start today!
This licensee is performing acts for which a real estate license is required. Nexa Mortgage is licensed by the California Bureau of Real Estate, Broker #01821025; NMLS #135622. Loan approval is not guaranteed and is subject to lender review of information. All loan approvals are conditional and all conditions must be met by borrower. Loan is only approved when lender has issued approval in writing and is subject to the Lender conditions. Specified rates may not be available for all borrowers. Rate subject to change with market conditions. Nexa Mortgage is an Equal Opportunity Mortgage Broker/Lender. As a broker, Nexa Mortgage is NOT individually approved by the FHA or HUD, but Nexa Mortgage is allowed to originate FHA loans based on their relationships with FHA approved lenders.
