How Do I Prepare for My First Meeting?
Sara Murphy
March 13, 2026
Worried about your first meeting with a mortgage loan officer? Here’s exactly what to bring, what they’ll ask, what you should ask them, and what
Jacob Ashworth is a dedicated loan officer who brings a passion for real estate, numbers, and teamwork to every client interaction. Raised in Fairhaven, Massachusetts, Jacob earned a bachelor’s degree in mathematics and a master’s degree from UMass Dartmouth, where he also played college basketball. His background as a middle school math teacher helped him develop a natural ability to educate and guide others—skills he now applies to support homebuyers and investors through the mortgage process.
With a lifelong love of sports, Jacob understands the value of discipline, strategy, and collaboration—qualities that serve him well in helping clients navigate one of life’s biggest financial decisions. Whether you’re purchasing your first home, refinancing, or investing, Jacob is committed to making the experience clear, approachable, and empowering.
(508) 542-4854
jacoba@milestonemortgagesolutions.com
Traditional mortgages with competitive rates for borrowers with good credit. Down payments as low as 3%.
Government-backed loans perfect for first-time buyers with flexible credit requirements.
Exclusive benefits for veterans, active military, and eligible spouses. Thank you for your service!
Zero down payment loans for eligible rural and suburban homebuyers. Great for first-time buyers!
Lower your rate, reduce your payment, or tap into your home's equity with our refinance options.
Financing for luxury properties and high-value homes that exceed conventional loan limits.
We’re not just another mortgage company. We’re your neighbors, committed to making homeownership accessible and stress-free for our community.
We match you with the right loan for your goals. Not a one-size-fits-all solution.
No hidden fees or surprises. Every cost is clear from day one.
Streamlined underwriting and clear communication keep your loan on track.
Our loan officers know your market, your rates, and your neighborhood.
Expert insights, tips, and news about mortgages and homeownership from Milestone Mortgage Solutions.
Worried about your first meeting with a mortgage loan officer? Here’s exactly what to bring, what they’ll ask, what you should ask them, and what
Worried about your first meeting with a mortgage loan officer? Here’s exactly what to bring, what they’ll ask,
