Client Referral Profile

   "The greatest compliment you can ever give us is to refer us to    your friends and family"

 Who Do You Know Who....

• Wants to purchase their first home, dream home or investment property?
• Is interested in refinancing a current mortgage to lower their payments?
• Needs money for home improvements (i.e. a room addition, kitchen remodel or large landscaping project)?
• Wants to consolidate high interest rate credit cards and consumer debt into one low fixed-rate payment?
• Has been turned down by another lender because of poor credit or a lack of income documentation?
• Is retired and would enjoy additional monthly income from a reverse mortgage?
• Has little or no equity in their home and needs money for any reason?
• Is a real estate investor or wants to be?
• Has a child going away to college and needs to access some of the equity in their home?
• Wants to maximize the return on the equity in their home?

"We are also seeking to develop referral relationships with other professionals"

 Who Do You Know Who....

• Is a consistently producing realtor or real estate broker?
• Is a financial planner, estate planning attorney or insurance broker?
• Is a CPA or tax consultant/planner?
• Is a contractor, landscaper or roofer?
• Is the president or vice president of a bank?