Our program is an ideal compliment to your certified financial planning business. By offering mortgage lending solutions, you not only increase your income but you become a full-service financial & mortgage consultant.
In today's competitive marketplace, clients demand convenience - a single place where all of their financial needs can be met. By partnering with us, you will provide an innovative mortgage solutions that fulfill all your clients' financial needs.
Our company allows CFP’s certified financial planners to broker mortgage loans and be legally compensated. We also allow CPA’s tax professional to act as mortgage brokers.
Some of the benefits of diversifying your 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
Incorporating Lending Products into Your Financial Business
As a financial planner, your job is to implement a strategy that will allow clients to meet their financial goals, advising them on how to efficiently save for the future. To help meet the financial demands of your clients, we offer a diverse range of mortgage products including purchase, refinance and debt consolidation mortgages, in addition to home equity lines of credit.
See how our program can be an important tool in your business?
Scenario 1: Augment Retirement Savings
Possible Solution: Refinance mortgage to lower the interest rate and monthly payment. Deposit monthly savings into a retirement account.
Scenario 2: Purchase a First Home
Possible Solution: Analyze clients' budget; set-up an automatic savings plan to allow them to accumulate a down payment. Once they are ready to purchase a home, you can assist with the real estate financing.
What do you have that banks and mortgage brokers don't? Plenty....
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.
As one of the first mortgage lending programs available to CFP's/financial 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 info on how financial planners can now broker mortgages please contact us today.
