Did you know mortgages or now being offered by tax professionals?
If you are like many tax professionals, you are often asked questions by your clients regarding there home mortgage.
Questions include:
How much would mortgage refinance save me?
I refinanced my home two years ago, can I do it again?
What are the tax advantages of owning a home?
I need some extra money to consolidate debt -- can I borrow on the equity in my home?
Are points tax deductible?
You are probably contributing to the borrowing process more than you think. Throughout the mortgage process, clients rely on you to answer their questions, provide advice and supply them with important documentation needed to apply for the loan. Then, you refer them to someone else who originates and gets paid on the loan.
Stop leavning money on the table and start building your very own mortgage business. Originate the loan and be compensated for your efforts. Our program is a natural compliment to your tax accounting practice.
Our mortgage company allows you the tax professionals-CPA's to originate mortgage loans and be legally compensated.
The benefits of diversifying your tax business:
Stay competitive in an aggressive marketplace
Increase client retention
Attract new clients
Cross-sell additional financial products
Earn additional revenue
Stop referring business to outside sources
Provide better customer service
What do you have that banks and mortgage brokers don't?
Knowledge: You know your client's intimate financial history better than any bank "lending committee" or transaction-driven mortgage broker.
Trust: You've spent years helping your clients to achieve their financial goals - you've been there when it counted most and gained their trust.
Advice: Banks and mortgage brokers don't have the holistic view that you have to provide sound financial advice. Your knowledge of your clients' finances enables you to provide qualified advice and guidance that covers all the bases.
Documentation: You are a veritable filing cabinet when it comes to your clients' financial records. By choosing you for their financing needs, they can avoid the documentation treasure hunt when it's time to gather paperwork.
Advantages of adding mortgages to your CPA (tax accounting business).
As one of the first mortgage programs available to financial & tax professionals, we have an intimate knowledge of what you need to succeed: introductory training; a simplified loan process; dedicated support; mortgage calculators; marketing materials; an array of mortgage products.
If you would like to get more information on how tax professionals/CPA's can broker mortgages and legally be compensated, please e-mail or call for state eligibility.
We also offer a program which allows financial professionals to broker mortgages.
