Lower Rates and Better Service – A Partner You Can Count On

A Partner That’s Part of the Plan

Take advantage of a portfolio mortgage review

We know that protecting your clients is about more than managing their money. You have done a full review with your clients and the goals are set. Our goal is to optimize your client’s current mortgage by reviewing their real estate position to ensure they’re in the best possible position and look for opportunities for them to save money in the process.

Our team is here to ensure you and your clients achieve the best mortgage scenario to fit your preestablished goals.

• Here’s how a mortgage review with our team works: (The activities can be done by your team or ours, it’s your call.)
• Request the most recent mortgage statement from all your clients
• Provide the credit score (or best guess) for the borrower’s
• We deliver high level plans by individual client and for your entire portfolio for review
• We agree on the plan and execute

We are here to serve you and your clients, so you get more business, keep more business and put more money back into the plan. With a low cost for you and a high value to you and your clients, know that each individual in your portfolio is in the absolute best position available in the marketplace.