NMLS #339839 | LO NMLS #339342 | Texas Mortgage Authority

Strategic Mortgage Lending for Texas Property Owners

Structured lending solutions for acquisition, refinance optimization, and long-term retirement positioning across Texas.

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Structured Lending Solutions

Purchase Strategy

Forward mortgage structuring designed to secure acquisition strength while preserving long-term capital positioning.

Refinance Optimization

Strategic restructuring of existing obligations to improve liquidity, rate structure, and equity deployment.

Retirement & Transition Planning

Forward and reverse mortgage integration aligned with retirement equity management and housing stability.

Disciplined Mortgage Process

STEP 1

Structured Consultation

Comprehensive review of objectives, equity profile, and financial trajectory.

STEP 2

Strategic Loan Design

Customized mortgage architecture built around long-term planning.

STEP 3

Underwriting Discipline

Institutional underwriting standards applied consistently and precisely.

STEP 4

Precision Closing

Coordinated execution ensuring regulatory compliance and timely funding.

Schedule Your Mortgage Strategy Session

Schedule Your Strategy Session
Coastal Financial Group

Strategic Mortgage Planning for Texas Homeowners.

Phone: 512‑633‑0695

376 W Bartlett
Buda, TX 78610

Coastal Financial Group | Company NMLS #339839 | Individual NMLS #339342

Equal Housing Lender. All loans subject to credit approval. Not all applicants will qualify. This is not a commitment to lend. Programs subject to change without notice.

Consumers wishing to file a complaint against a company or residential mortgage loan originator should complete and send a complaint form to the Texas Department of Savings and Mortgage Lending, 2601 North Lamar, Suite 201, Austin, Texas 78705. Complaint forms and instructions may be obtained from the Department’s website at www.sml.texas.gov.

© Coastal Financial Group. All rights reserved.

Coastal Financial Group is the integrated lending partner of Next Move Realty & Mortgage.

Equal Housing Opportunity