2. Research and expertise
Your Prosper adviser will then go away and, using his or her experience and knowledge as a starting point, will research the best possible solution for you. For example, it is not unusual for Prosper Advisers to contact and interview numerous underwriters for an opinion.
Once your Prosper Adviser has identified the best possible solution for your particular needs, he or she will present his or her findings to you, along with recommendations.
Once you have discussed and agreed with the best options, your Prosper Adviser will take you through the paperwork and explain the fine print – feel free to ask as many questions as you wish. Once the paperwork is complete, you’re underway.
Reviewing your financial and insurance policies, as well as your home loan/mortgage is critical to making sure you stay on track and can adjust to accommodate any shifts or changes in direction.