Congratulations to Neil Patel for his recent feature in MPA Magazine as a Top Originator! Neil has been a rockstar on Insignia Mortgage’s team for several years as a mortgage broker and CPA.
“In the heart of Beverly Hills, where the real estate market is as dynamic as the city’s famed boulevards, Neil Patel stands out as a mortgage strategist who’s not merely crunching numbers but turning complex transactions into success stories.
Patel (pictured) is a licensed mortgage broker and CPA at Insignia Mortgage, specializing in underwriting loans for borrowers with complex financials and tax returns.
A specialist in complexity
While many mortgage brokers might shy away from complicated cases, Patel and his team at Insignia Mortgage lean into them.
Focusing on boutique mortgages, they cater to a unique clientele: the self-employed, high net-worth individuals, and those whose financial situations might seem like a puzzle to most.
“A lot of Los Angeles people are self-employed,” Patel said. “They tend to have self-employed tax returns, LLCs, and corporations.”
This often leads to a disconnect between what’s on paper and the client’s actual financial standing. But where others see complications, Patel sees an opportunity to bridge the gap, simplifying these complexities for underwriters and banks.”
Read the full article now at https://www.mpamag.com/us/specialty/wholesale/top-originator-spotlight-neil-patel-of-insignia-mortgage/459216