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 EVERY client to a trusted insurance professional.

And here’s why:

  • You’re the Trusted Advisor
  • You control the process
  • Your team get’s 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.