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
Marc Richie helps homeowners get approved, sleep better, and avoid mortgage decisions they’ll regret more than their last haircut.
He is a seasoned Washington mortgage lender with more than 25 years of experience helping first-time homebuyers, veterans, and everyday homeowners navigate the mortgage process—without losing their sanity. Marc stumbled into the mortgage industry in 1996 and has since held nearly every role available, including loan officer, underwriter, branch manager, trainer, and onboarding specialist.
That broad, hands-on experience makes Marc the professional people trust to break down even the most complicated loan programs in a way that actually makes sense. Clients stay with Marc because he tells the truth, answers the phone, and fights hard for the loans that deserve to close.
Marc is especially passionate about guiding first-time buyers through their first major purchase and helping veterans access the benefits they have earned. Outside of work, he enjoys golf, softball, cooking for fun, reading, and spending time with his grown daughters and grandchildren.
His goal is simple: to make the mortgage process easier, clearer, and far more enjoyable than most people expect.
(253) 370-6946
mrichie@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,
