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
Meet Rob Serpa, your experienced loan officer dedicated to making your homeownership dreams a reality. With over 20 years of business management experience under his belt, Rob brings a wealth of knowledge and expertise to the table.
As a proud father of two children, Rob understands the importance of finding the perfect home for your family. He is committed to guiding you through every step of the home buying process, ensuring that you feel confident and informed along the way.
When he’s not helping clients achieve their homeownership goals, you can find Rob hitting the slopes as an avid skier. His love for skiing reflects his passion for adventure and his willingness to take on new challenges.
Whether you’re a first-time homebuyer or a seasoned investor, you can trust Rob Serpa to provide personalized guidance and support to help you find the perfect mortgage solution. Get in touch with Rob today and take the first step towards achieving your homeownership dreams.
(508) 264-1536
rserpa@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,
