We look beyond the first loan estimate and review whether assets or another lender could support the purchase.
We look beyond the first loan estimate and review whether assets or another lender could support the purchase.
We look beyond the first loan estimate and review whether assets or another lender could support the purchase.
Tell us the type of client, loan need and timing.
Get your client’s agreement before sharing their contact details.
Choose the contact person and what updates you and your client need.
We help prepare documents and coordinate with the bank.
Yes. Describe the loan need without sharing your client’s name or personal details.
We agree the contact person, update schedule and what can be shared with you at the start, with the client’s consent.
Only with their agreement. A mortgage referral does not require your client to take up other services.
We agree any referral fees, eligibility conditions and payment dates in writing before you refer.
Yes. We also work with financial advisers, business owners and other professionals. Tell us about the clients you help.
Start with your role and company. We’ll discuss the types of clients you work with and the referral arrangement.
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