Start your application
Provide the basic information needed for an initial mortgage review through East Coast Capital's secure application.
A dedicated mortgage resource for CWP clients
Mortgage financing that fits the whole financial picture.
Center for Wealth Preservation clients have a dedicated path to East Coast Capital for thoughtful mortgage and real estate financing, from straightforward conventional lending to solutions designed for complex income, substantial assets, and investment goals.
Mortgage lending is provided by East Coast Capital Corp. Your CWP professional remains your financial planning and advisory resource.
Conventional + Jumbo
Business Owners
Non-QM
Investment + DSCR
Asset-Based
Home Equity + Reverse
Financing in context
A mortgage decision should support the plan, not work against it.
A home loan can affect liquidity, cash flow, investment decisions, tax considerations, and long-term priorities. East Coast Capital helps CWP clients understand available mortgage paths clearly, so financing can be evaluated as one piece of the broader financial picture.
“The right mortgage is not always the most obvious mortgage.”
Different income structures, assets, property types, and long-term goals may call for a different way of approaching qualification and financing.
Financing solutions
More options, considered with purpose.
East Coast Capital can review traditional and specialized programs based on the borrower, property, income profile, assets, and financing objective.
01Conventional + Jumbo Financing
Traditional financing for primary residences, higher-value properties, purchases, and refinances. Jumbo options can support qualified clients whose financing needs exceed standard conforming loan limits.
02Business Owner + Self-Employed
Options for qualified borrowers whose tax returns may not fully reflect the way they earn, retain, or manage income through a business or professional practice.
03Bank Statement + Non-QM
Alternative-documentation programs for eligible borrowers who fall outside standard agency guidelines, including scenarios where cash flow may be demonstrated differently from traditional W-2 income.
04Investment Property + DSCR
Financing for real estate investors, including eligible programs that may qualify primarily on property cash flow rather than the borrower's personal income profile.
05Asset-Based + Asset Depletion
Solutions that may use eligible liquid or investable assets as part of the qualification strategy for borrowers with substantial reserves or retirement assets.
06Second Homes + Vacation Properties
Financing for qualified borrowers purchasing or refinancing second homes, vacation residences, and other lifestyle properties, subject to program guidelines.
07HELOCs + Second Mortgages
Ways to access available home equity without necessarily replacing an existing first mortgage, which may be useful when preserving the terms of a current loan matters.
08Reverse + Customized Lending
Reverse mortgage and other specialized financing strategies for eligible borrowers whose property, income, asset, or planning circumstances call for a less conventional approach.
Your financial story may be sophisticated.Your mortgage experience should still feel clear.
Variable income, business ownership, executive compensation, multiple properties, retirement assets, or large investment accounts can make a standard mortgage process feel too narrow. East Coast Capital can look beyond the obvious path and help identify available options that fit the situation.
Common client profiles
A simple path forward
From introduction to financing, without unnecessary friction.
Start securely online. East Coast Capital will review the information, discuss your goals, and walk you through the available next steps.
Review the financial picture
A mortgage professional reviews the property, income, assets, goals, and potentially relevant lending paths.
Choose a path forward
Understand the available options and next steps clearly. With your permission, relevant financing information can be coordinated with your CWP professional.
The partnership approach
Specialized lending support, with clear roles.
The goal is simple: give CWP clients a trusted mortgage resource without blurring the line between financial planning and mortgage lending.
East Coast Capital handles mortgage financing.Loan guidance, application review, qualification, and mortgage execution are handled by East Coast Capital.
CWP remains your financial planning resource.Your CWP professional continues serving you within their financial planning and advisory role.
Your information remains yours.Any coordination with a CWP professional should occur only with your authorization and subject to applicable privacy requirements.
Ready to explore mortgage financing that fits your financial picture?
Start your secure application with East Coast Capital. A mortgage professional will review your information and help you understand the available financing paths for your situation.
Common questions
Before you begin.
A few quick answers about the CWP and East Coast Capital lending resource.
Is this only for traditional home mortgages?
No. East Coast Capital offers a range of traditional and specialized lending programs, including conventional, jumbo, Non-QM, investor, home equity, reverse mortgage, and other solutions, subject to eligibility and availability.
I am self-employed or own a business. Can East Coast Capital help?
Potentially. East Coast Capital can review standard documentation as well as eligible alternative-documentation programs designed for qualified self-employed borrowers and business owners.
Does Center for Wealth Preservation originate my mortgage?
No. Mortgage products and mortgage-related guidance through this page are provided by East Coast Capital Corp. CWP financial professionals continue serving clients within their respective financial planning and advisory roles.
Will my CWP professional automatically receive my mortgage information?
No. Any sharing or coordination of mortgage information with a CWP professional should occur only with your authorization and in accordance with applicable privacy requirements.
What happens after I start the application?
An East Coast Capital mortgage professional will review the information submitted, connect with you about your goals and financing needs, and explain applicable next steps and available loan options.
Important: This page is for informational purposes only and does not constitute a commitment to lend or financial, legal, or tax advice. Mortgage programs, rates, terms, documentation requirements, property eligibility, and borrower eligibility are subject to change, underwriting approval, investor guidelines, and state availability. Mortgage financing is provided by East Coast Capital Corp., NMLS #1403. East Coast Capital is an Equal Housing Lender. Center for Wealth Preservation and its financial professionals do not originate mortgage loans through this page. Any coordination between East Coast Capital and a client's CWP financial professional should occur only with the client's authorization. Partnership language, trademarks, logos, and disclosures should be reviewed by the appropriate East Coast Capital and CWP compliance teams before publication.