FinX Expert Highlights

Providing clients with customized Non-QM loan rate quotes tailored to their financial profile, helping them secure the right financing for their home purchase.

08/31/2025 — Dallas–Fort Worth, Texas

Providing clients with customized Non-QM loan rate quotes tailored to their financial profile, helping them secure the right financing for their home purchase.

08/31/2025 — Dallas–Fort Worth, Texas

Providing clients with customized Non-QM loan rate quotes tailored to their financial profile, helping them secure the right financing for their home purchase.

08/30/2025 — Dallas–Fort Worth, Texas

Guiding a client through tailored financing options to secure the right loan and move forward with their home purchase.

08/18/2025 — Dallas–Fort Worth, Texas

Prepared an auto insurance renewal quote for a Texas client with a single Tesla facing a high premium—re-shopped carriers and optimized coverages to reduce cost.

08/18/2025 — Houston, Texas

Guiding a client through a home mortgage — pre-approval underway.

08/17/2025 — Dallas–Fort Worth, Texas

Reviewing rate options — mortgage pre-approval in progress.

08/16/2025 — Dallas–Fort Worth, Texas

Assisted a client in Maryland by introducing them to a trusted loan officer to begin their mortgage application, moving them closer to homeownership.

08/14/2025 — Dallas–Fort Worth, Texas

Prepared a personalized auto insurance quote for a client, re-shopping carriers to reduce their premium.

08/13/2025 — Houston, Texas

✔️ CONTRACT CLOSED
Supported a verified client in their search for a new primary home in Garland, Texas.

08/13/2025 — Dallas–Fort Worth, Texas

Prepared bundled auto insurance renewal quotes for Texas clients owning multiple Tesla vehicles, securing competitive multi-vehicle pricing.

08/13/2025 — Houston, Texas

Customer Review: “Thinh was professional and on time. The call was quick, clear, and the process was simple from start to finish. Highly recommend!”

Prepared a renewal auto insurance quote for a Texas client, ensuring continued coverage tailored to their needs and securing competitive terms for the upcoming policy period.

08/12/2025 — Houston, Texas

✔️ CONTRACT CLOSED
Quoted a complete business insurance package—General Liability, Builder’s Risk, Business Personal Property, and Workers’ Compensation—to support an SBA commercial real estate loan for a Texas client.

08/10/2025 — Houston, Texas

Guiding a client through e-commerce tax planning and LLC setup — discovery underway.

08/10/2025 — Katy, Texas

✔️ PRE-APPROVAL LETTER ISSUED
Guiding a client through Non-QM financing — pre-qualification underway

08/09/2025 — Dallas–Fort Worth, Texas

Working with a client to evaluate $0-down mortgage programs and take the next step toward homeownership.

08/06/2025 — Dallas–Fort Worth, Texas

Assisted a client with securing the right home insurance coverage.

08/05/2025 — Houston, Texas

Helped a client connect with a trusted loan officer to begin their mortgage journey — guiding them one step closer to homeownership.

08/04/2025 — Dallas–Fort Worth, Texas

✔️ CONTRACT CLOSED
Completed insurance documentation for the current client’s SBA loan approval

08/01/2025 — Houston, Texas

Supported a verified business owner in their search for the perfect restaurant lease.

07/26/2025 — Dallas–Fort Worth, Texas

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