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Would you like to be able to offer clients the financial
analysis and the mortgage service without having to
involve a mortgage loan originator?
Financial professionals that regularly interact with
consumers often are asked for assistance with mortgages.
There are two common responses:
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The
professional says "we don't offer mortgages", which pushes the
customer away. The downside: The customer finds a
lender who also refers the customer to another provider of YOUR
services - and you lose a client.
-
The
professional refers the customer to a provider of mortgage
services - specifically a loan originator. The downside:
This can expose your customer to a high pressure sales process
they may not yet be ready to begin.
The ability
for your client to be able to "self-serve" for real time quotes,
program comparisons and closing cost estimates solves these and
other problems. It also has the potential to serve as a
revenue opportunity for you.
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