As a Certified Mortgage Planning Specialist Jason Servais' job is about educating clients on the financial impact of borrowing. Jason helps clients manage their liabilities in a safe, structured, secure manner.
He uses the following planning system which consists of these steps:
1. Establish Trust Client-Planner Relationship.
2. Review Clients Present Financial Status and Goals.
3. Consult with Clients on Options.
4. Develop a Plan to Reach Short and Long Term Goals.
5. Implement the Mortgage Plan.
6. Sit Down to Meet With Clients Regarding Annual Mortgage Reviews.  
With this system he has successfully closed over ½ of a billion dollars in mortgages and over 4,000 transactions to date.
Specialties:
 
Jason has an extensive background assisting first time homebuyers, high net worth borrowers, low-to-moderate income borrowers and our local heroes: Police, Firefighters, Teachers and Medical workers

and a great deal of experience in:
Affordable mortgage lending
Conventional loans
Government loans
Non-conventional “Jumbo” lending
 
Jason Servais is an Assistant Vice President and Senior Mortgage Consultant for ON Q Financial and has been in the industry over 14 years.  His career began as a processor, and he quickly obtained his underwriting authority.  Although he was a great asset to operations, it was his ambition to have more customer interface, which led him to originating. His achievements have been recognized over the years by receiving Circle of Excellence status and Chairman’s Club awards 10 years running (2000-2010) and Platinum Club for past 4 years.