Strategy call
Get a Custom Mortgage Strategy Session
Whether you're buying, refinancing, investing, or evaluating a commercial opportunity, start with a clear plan.
Meet Chris Butler
Founder of The Loan Playbook — mortgage strategist, educator, and builder of the Deal Analyzer platform used by buyers, investors, and agents.
- Licensed mortgage professional with multi-state experience
- Daily market and financing education on social channels
- Strategy-first consults — not product pitches or rate bait
Mortgage experience
- Purchase, refinance, equity, and investor financing strategy
- DSCR, non-QM, bank statement, and jumbo program context
- Agent partnership and co-branded client tools
- Washington and multi-state licensed paths through partner network
Real estate development background
- Understands acquisition math, hold periods, and capital stack thinking
- Bridges residential investor and commercial sponsor conversations
- Builds technology that mirrors how deals are actually evaluated
Who this is for
- Buyers who want payment and structure clarity before shopping
- Homeowners evaluating refinance, HELOC, or cash-out timing
- Investors scaling rentals or comparing DSCR vs equity paths
- Agents seeking financing strategy support for clients
- Operators exploring commercial or multifamily opportunities
What we cover on the call
- Your goals, timeline, and property or portfolio context
- Program paths that may fit — subject to approval
- Deal Analyzer scenarios and Playbook Report walkthrough when helpful
- Next steps without pressure or guaranteed outcomes
Why clients use The Loan Playbook
- Modern mortgage company built around strategy and education
- Deal Analyzer technology for side-by-side comparison
- Playbook Reports you can share with partners and clients
- Human review when the numbers need context
What happens after the call
- Summary of paths discussed — educational, not a loan offer
- Optional follow-up through Build My Loan Playbook funnel
- Licensed partner introduction when you choose to move forward
- Ongoing education via Learn hub and social content
Calendar embed
Find My Rate
Set NEXT_PUBLIC_STRATEGY_CALL_EMBED_URL to load the scheduling widget here, or use the button below to open the booking page.
Not a commitment to lend. Subject to credit, income, asset, property, and program approval. Educational estimates only — not a loan offer or guarantee. Equal Housing Opportunity.
Programs may be available for qualifying properties, subject to approval, property eligibility, and lender guidelines. Not a commitment to lend.
Frequently asked questions
Is the strategy call a loan application?
No. It is an educational strategy session. Any financing would require a separate application subject to credit, income, asset, property, and program approval.
How long is the session?
Most sessions are 30–45 minutes depending on complexity. Commercial or portfolio reviews may need a follow-up.
Is there a cost for the call?
Strategy calls are complimentary for qualified inquiries. There is no obligation to apply for financing.
What should I prepare?
Property address or target market, rough numbers (value, debt, desired funds), and your timeline. The Deal Analyzer can help you prepare before we meet.