FW: Warren Refi
Inbox
| Zoller, Jeb <jeb.zoller@dav-fd.com> |  Fri, Aug 19, 2016, 3:18 PM | | |
| to Meagan, me |
HOLD on refi – spoke to Bill for clarification – and need hold as he is not an option
| Jeb S. Zoller , CFP® jeb.zoller@dav-fd.com Certified Financial Planner™ and Partner 803-741-0134 (Office) DaVinci Financial Designs LLC 803-530-9112 (Mobile) 3200 Devine Street, Suite 200 803-741-0273 (Fax) Columbia, SC 29205 |
From: Zoller, Jeb
Sent: Friday, August 19, 2016 3:02 PM
To: ‘Meagan Warren’ <meagan@meaganwarren.com>; ‘Matt Warren’ <matthewtwarren3@gmail.com>; Matt Warren <matt@warrensolar.com>
Subject: FW: Warren Refi
Importance: High
Meagan/Matt
Based on what you have provided and what Bill and I have discussed. He believes that we can get the refi.
Please follow email below to apply online. Let me know if you have any questions.
Jeb
| Jeb S. Zoller , CFP® jeb.zoller@dav-fd.com Certified Financial Planner™ and Partner 803-741-0134 (Office) DaVinci Financial Designs LLC 803-530-9112 (Mobile) 3200 Devine Street, Suite 200 803-741-0273 (Fax) Columbia, SC 29205 |
From: Bill Oliver [mailto:Bill.Oliver@supremelending.com]
Sent: Friday, August 19, 2016 2:56 PM
To: Zoller, Jeb <jeb.zoller@dav-fd.com>
Subject: RE: Warren Refi
Importance: High
I can use $74K in Income or $6166 a month.
If you think I can refinance the loan. Please have them apply online at billoliver.supremelending.com
From: Zoller, Jeb [mailto:jeb.zoller@dav-fd.com]
Sent: Friday, August 19, 2016 1:14 PM
To: Bill Oliver <Bill.Oliver@supremelending.com>
Subject: Warren Refi
| ShareFile Attachments | |
| Title | Size |
| Solar Sales Schedule 8 17 16.xlsx | 16.3 KB |
| Warren 2015 Tax.pdf | 465.6 KB |
| Download AttachmentsJeb Zoller uses ShareFile to share documents securely. Learn More. |
Bill – here are the taxes and income year to date. What do you think on the refi?
| Jeb S. Zoller , CFP® jeb.zoller@dav-fd.com Certified Financial Planner™ and Partner 803-741-0134 (Office) DaVinci Financial Designs LLC 803-530-9112 (Mobile) 3200 Devine Street, Suite 200 803-741-0273 (Fax) Columbia, SC 29205 |
From: Matt Warren [mailto:matthewtwarren3@gmail.com]
Sent: Wednesday, August 17, 2016 6:42 PM
To: Zoller, Jeb <jeb.zoller@dav-fd.com>; Meagan Warren <meagan@meaganwarren.com>
Subject: My income
Hi Jeb,
Please find attached an updated spreadsheet of my past and future sales. The ones in orange are waiting to be approved by the utility and be installed. I have not received money from them yet, but wasn’t sure how that can play a role in our refinancing of the home.
Hope it helps!
Thanks
