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Leon Morris
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Homeowners often rely on generalized information they get piecemeal from various sources, sometimes getting lost in the deluge of information maybe because they find it difficult to objectively assess loan suitability or because life's hectic pace leaves little time to sift, sort, or screen all relevant data. We're showing them that for the cost of a typical appraisal or property inspection, there's a better way. We believe that independent personalized mortgage advice and representation are services that are long overdue.
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If a consumer chooses to rely on the 'free' advice of a salesperson, then they should expect to be sold. However, while the mortgage practitioner is providing these advisory services the sales hat is removed. At that point they are acting solely on behalf of the homeowner as a true fiduciary mortgage advisor.
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There's no better way to build a sizable client base, create recurring revenue streams, and promote and maintain client trust and loyalty than to serve the best interests of your clients. Whether the homeowner is looking for a mortgage, a second opinion on a mortgage, a Mortgagor Financial Representative™, or assistance in evaluating and retiring an existing mortgage, as a mortgage practitioner you want to be the only person the homeowner looks to before, during and after mortgage origination. These services help mortgage professionals be that person.
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