A Strong First Closing: Levi Duncan’s Start with Princeton Mortgage

Every first closing with a new company carries a little extra meaning. It sets the pace. It builds momentum. It shows how a team works together. 

For Levi Duncan (NMLS #2721357), his first closing with Princeton Mortgage was a strong example of what preparation, communication, and teamwork can accomplish. 

The Opportunity 

The borrowers were experienced, retired homeowners purchasing a $660,000 property with 20% down. Their loan amount was $528,000 on a conventional mortgage. 

They were organized, responsive, and clear about their goals from day one. Requested documentation came in quickly. Questions were addressed promptly. Expectations were aligned early. 

That foundation made a difference. 

The only unexpected moment came when the file reached clear to close five days ahead of schedule. The discussion then became whether to move the closing date forward or keep the originally scheduled date in place. 

A Competitive Situation, A Coordinated Plan 

The property received multiple offers within days of hitting the market. In addition, the purchase was contingent upon the sale of the borrowers’ current home. 

Fortunately, their home went under contract in a timely manner, supporting the agreed-upon timeline. 

With a two to three month closing window, Levi and the team used the time proactively. 

The appraisal came in as-is with no required repairs. 

Levi and his team worked directly with underwriting to ensure all minimum documentation requirements were met in accordance with program guidelines. 

By staying ahead of potential hurdles and maintaining organized communication, the loan reached clear to close five days ahead of schedule. 

Title and operations coordinated efficiently to finalize remaining conditions and keep everything moving forward. 

Built on Relationships 

This client relationship began through educational AI training sessions Levi hosts for real estate professionals. After attending one of the sessions, the referring agents chose to work with Levi and Princeton Mortgage for their client’s financing needs. 

Trust built through education translated into a smooth and well-managed transaction. 

What This First Closing Shows 

This first closing reflects what matters most: 

• Consistent communication 

• Organized documentation 

• Financing structured according to borrower qualifications 

• Collaboration with underwriting 

• Early and proactive coordination 

When expectations are clear and a team stays aligned, the mortgage process can feel structured and manageable. 

Thinking About Buying or Refinancing? 

If you are considering purchasing or refinancing, connect with: 

Levi Duncan NMLS #2721357 

*Results vary based on individual borrower qualifications, loan program, and parameters.