Loan Officers and Processors
Your work is tough.
We are part of the solution.
With 15 years of experience as a lender, we know where the EOI fits into your process.
Here are a few promises we make:
- Accurate Binder
- Same Day Turnaround
- Top Priority
Quote or Quote and Call
We can call your borrower to gather the info we need to provide them a quote or we can prepare a quote just for you.
Why You Should Refer EVERY Client
You should refer EVERYÂ client to a trusted insurance professional.
And here’s why:
- You’re the Trusted Advisor
- You control the process
- Your team gets things done timely and done right
- You want to take care of the borrower, not just complete a loan transaction
Here’s the script for a purchase:
“Hey, I know you gave me your insurance agent’s contact info, but do you mind if I get you a quote from one of our trusted referral partners? Your insurance premium can affect your overall mortgage payment and I want to make sure I’m helping you get the best payment possible. There’s no obligation for the quote, I just want to compare to make sure you’re getting the best policy.”
Here’s the script for a refinance:
“Hi Mr. Borrower, it looks like we’re saving you $100 on your refinance. There’s a chance I could lower your payment even more. Do you mind if I have my trusted insurance partner work up a quote for you? There’s no obligation for the quote, I just want to compare to make sure you’re getting the best policy.”
Joint Marketing Services
5 year follow up program. What we do and the benefits you get.