Now that you’re settled in…what’s next?

Learn about tools available for the ongoing management of your home financing

Man and a woman on the porch of their house

Since you closed on your home, you’ve had the opportunity to experience the difference a Wells Fargo mortgage makes — from easy access to your account online to a home mortgage consultant available to answer your questions as you’ve grown into your new home.

And now as you embark on another year, we’ll continue to support you every step of the way. Whether you’re maintaining your home, managing your home financing, or setting goals for your future, here are three ways we’re ready to help:

Regular issues of our newsletter, “your Home Matters.”

This “go-to” home resource gives you the latest tips, tools, and advice to help manage, improve, and protect your home. You’ll also learn about the financial tools available to you as a Wells Fargo customer. And while you’re on the your Home Matters site, take a look around to find answers to other home- or mortgage-related questions you may have.

Your annual mortgage update.

When you hit your year mark, schedule an appointment with a home mortgage consultant to discuss your mortgage goals and how they align with your financial plans for the coming year. Because your loan is still new, you may only be able to make minor adjustments; however, it’s still worth your time to review your terms and conditions to ensure your mortgage is on track. If any adjustments need to be made, such as changing your payment structure, you can take care of it immediately. Learn more about what you can expect at an annual mortgage update here.

Your Financial Health Toolkit.

Your financial health is important. Knowing where you stand can put you in a position to meet the financial goals you’ve set. By visiting our Financial Health Toolkit, you’ll get personalized tools and guidance to help manage your finances. Here’s what you can do:

  • Regularly monitor your credit score, debt-to-income ratio, and budget.
  • Establish short-term and long-term savings plans.
  • Explore your borrowing options before applying.

You can access this helpful Financial Health Toolkit here.

As you continue your homeownership journey, we’re here to be your trusted resource. If you have questions about your existing mortgage or would like to schedule your annual mortgage update, call us today at 1-866-208-6471. We’re ready to help.