Financial Advisors Don t Send Mortgage Referrals To Banks Partner With A Mortgage Broker Instead

Financial Advisors: Are you referring your clients to big banks when they need a mortgage? STOP right now! This practice could cost you hundreds of thousands in AUM fees over the course of your career.

Independent Mortgage Brokers have access to multiple loan programs and can even qualify your clients using ONLY assets, with no personal income needed. Use mortgage debt as a strategic part of your wealth management strategy, and allocate Real Estate equity wisely by using leverage when appropriate.

Banks have massive wealth management departments, and once your client submits a mortgage application, that bank has access to a complete personal financial statement that can--and WILL--be used to court that client for wealth management services.

If you are an RIA, wealth manager, financial planner, or any kind of financial services professional, you can protect your client relationships and personal financial information by partnering with an independent mortgage broker.

Individual NMLS 340022 CA DRE 01715957
Company NMLS 1823592 CA DRE 02086239 Exception Lending
Equal Housing Lender

This video is for informational purposes only and does not constitute an offer to lend or a guarantee of loan terms. Loan programs, products, and services are subject to change or termination without notice. Terms and conditions apply. Not all borrowers will qualify. All loans are subject to program eligibility, credit, underwriting, and property approval. Rates, fees, and availability depend on individual qualifications, including borrower credit history and property type. Certain restrictions may apply. Not all programs or options described may be available to all borrowers.