Business Details
30 Years
experience
Your Trusted Mortgage Broker in Harrison, NY
Founded in 1996, Circle Mortgage operates with a philosophy rooted in simplicity, technological innovation, and personalized service. As a boutique mortgage brokerage, the company prioritizes streamlining the loan process to minimize client effort while maintaining the highest industry standards. Led by Dale Siegel, an attorney with decades of experience in real estate transactions, the firm combines legal expertise with advanced communication tools to ensure clients remain informed and in control. With a focus on education, transparency, and tailored financing strategies, Circle Mortgage fosters long-term relationships with lenders and clients.The companys commitment to efficiency and professionalism has solidified its reputation as a trusted leader in the mortgage industry. By adhering to a STEP UP frameworkSimplicity, Technologically, Efficiency, Personally, Unity, and Professionallythe firm consistently delivers superior results. Circle Mortgage serves clients across New York, New Jersey, and Connecticut, offering a wide range of mortgage products and creative solutions for individual and commercial real estate needs.
Services
Mortgage Brokerage
Loan Processing
Refinancing Solutions
Commercial Mortgages
Credit Consultation
Pre-Approval Services
Loan Application Assistance
Appraisal Coordination
Details
- Year established: 1996
Highlights and features
- We offer over 25 years of experience in mortgage brokerage and real estate law.
- Our attorney-led approach ensures deep understanding of transactional complexities.
- Personalized service prioritizes client education and tailored financing strategies.
- 24/7 communication tools keep clients informed throughout the loan process.
- Strong relationships with lenders enable superior results for unique loan scenarios.
Associations and certifications
- NMLS #34927
What people say
So low
Attorney makes working better
Handled small loan
True professional
Saves time and stress
Services
Mortgage Brokerage
Circle Mortgage offers comprehensive mortgage brokerage services, connecting clients with tailored financing solutions. Our expertise spans residential and commercial real estate, ensuring personalized guidance from pre-approval to closing. We leverage strong lender relationships to secure competitive rates and streamlined processes.
Refinancing Solutions
Our refinancing services help clients reduce rates, adjust loan terms, or access equity. With a focus on individual financial goals, we analyze credit profiles and market conditions to recommend optimal refinancing strategies, ensuring cost savings and long-term benefits.
Commercial Mortgages
Specializing in commercial mortgages, we support small to mid-sized property investments. Our team navigates complex lending criteria to secure approvals for properties that larger institutions may overlook, prioritizing accessibility and client-specific solutions.
Credit Consultation
We provide detailed credit analysis and improvement strategies, preparing clients for mortgage eligibility. By reviewing credit reports and addressing discrepancies, we enhance approval chances and help achieve favorable loan terms based on individual financial profiles.
Pre-Approval Services
Our pre-approval process equips buyers with a clear understanding of their budget. By analyzing income, assets, and credit history, we issue commitment letters that strengthen purchasing power and expedite home acquisition in competitive markets.
People
Dale Robyn Siegel
Founder & Attorney
Dale Siegel, with over 35 years in real estate and law, founded Circle Mortgage in 1996. Recognized for her expertise in mortgage education and licensing, she combines legal acumen with advocacy to empower clients through transparent, client-centric solutions.
Questions
What sets Circle Mortgage apart from other brokers?
Our attorney-led approach combines legal expertise with personalized service, ensuring transparent, tailored solutions for complex mortgage needs.
Do you handle small commercial loans?
Yes, we specialize in small commercial mortgages that larger institutions often overlook, providing dedicated support for unique investments.
How does the pre-approval process work?
We analyze your financial profile to issue a commitment letter, clarifying your budget and strengthening your purchasing position in the market.
Can I refinance if rates are already low?
We assess your current loan to determine if refinancing offers meaningful savings, sometimes advising against it if benefits are minimal.
What mortgage products do you offer?
We provide residential, commercial, and specialty mortgages, including creative financing solutions tailored to individual credit and property scenarios.
How do you maintain client communication?
24/7 email access ensures continuous updates, with regular guidance to keep clients informed throughout every stage of their transaction.
