Mortgage Services
works with Certified Financial Planners, Certified Public
Accountants and Insurance providers throughout California. We
are offering these financial advisors an opportunity to expand
their services, while offering the potential of substantial
income. Our unique service will grow your bottom line while
providing your clients with solutions on how to increase their
cash flow and net worth.
We concentrate on
the liability side of the balance sheet and provide liability
management solutions.
We have the solutions to offer your clients to help them
increase their cash flow and net worth. You’ll now be able to
show your clients how to generate assets from debt!
Our goal is to
generate more cash flow for your clients! This approach will
open up a wide range of possibilities for both you and your
clients. They might decide to start a new investment plan,
increase the funding of a current investment, purchase more
insurance, pay taxes or reduce other private debt. No matter
what they decide, you will have increased your client loyalty
and value by using our liability management service.
Mortgage loans
usually represent the largest liability that most people have.
Although everyone is aware that obtaining a low rate is
desirable, this alone does not guarantee that a financially
prudent decision has been made. Choosing the wrong mortgage plan
can cost $50,000, $100,000 or more over the life of the loan.
There is more to liability management than simply shopping for a
low rate.
We offer four
unique liability management reports:
With these
powerful reports, we will help your client manage their mortgage
and other liabilities with the goal of increasing their cash
flow and net worth.
By putting
liability management on the same level as asset management and
tax planning, you will ensure that your client is getting the
best advice possible. In addition, you’ll have increased both
your competitive position in the marketplace and the potential
for more business revenue.
Our focus is to
help our partners streamline their client's mortgage needs with
administrative support. Whether it's a home purchase,
refinance, or commercial loan, we provide product support,
superior back-office resources, and knowledgeable solutions.
Loan Placement
We will
place your client's loan with the lender that offers a
combination of best price service and lowest cost.
Product Choice
Your
clients will have many loan products to choose from. These
products range from 30 year to 3 year loans, ARMs, Interest Only
options, also Home Equity Lines of Credit.
Customer Service
Your
clients will have up to date information on any file you submit
to our company. Rate locks and closing time will be
updated as well. |
