The Julie Swenson Team Vault helps you manage your financial life!
Open your personal vault now.
What is the Julie Swenson Team Vault?
The vault allows you to view, track and monitor your financial health in real-time. Whether buying a home or refinancing your mortgage, the vault will help you make informed, data-driven decisions.
Organize your financial life
Connect your financial data in one place, from checking accounts to credit cards to auto loans and even investment accounts.
Secure and Safe
You control what is shared and when; all data is encrypted with bank level security.
Planning tools for important milestones
Establish goals for saving and track your progress with real-time budgets to better understand your spending.
Homeownership & Mortgage Education
Educational videos (over 140+) to learn more about homeownership, credit and borrowing, including mortgage terms, process and products.
Track the value of your property and recently sold homes in your area.
And it’s FREE!!!!
For a limited time the Julie Swenson team is making this available to consumers at no cost.
THE JULIE SWENSON TEAM VAULT IS YOUR FREE PERSONAL FINANCIAL MANAGER!
Julie Swenson Team would like to provide you with a secure financial application to help guide your through the mortgage process and beyond.
Your personalized financial dashboard summarizes important information such as: account balances, spending analysis, net worth snapshot, credit score and report, home value and includes tools to help with budgeting and savings