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Mortgage Broker Services
Compliant, turnkey "private label" solutions help financial institutions achieve organic growth objectives and optimize lifetime customer relationship values.
Executive Summary:
Mortgage and Loan Broker services for banks expanding into new markets include:
Lead generation
Relationship sales
Application generation
Credit review
Product matching
Conditional approval
Processing and fulfillment
Mortgage Broker Services In Depth:
Our experienced, licensed mortgage sales consultants are knowledgeable in the laws and processes of each state.* Through a private label, relationship-oriented approach, we match the specific borrowing needs of your customers and prospects with the best available product. This helps position your brand as a “trusted advisor”.
You and your customers will only deal with one source throughout the process. For new home purchase, mortgage refinance and home equity loans, we handle the complete process including lead generation, prospecting, relationship sales, loan applications, loan processing, and fulfillment.
Expands your sales capacity without the traditional costs and time associated with training and licensing.
Improves speed to market for loan funding.
Increases customer satisfaction and enhances the potential for realizing higher lifetime relationship value.
Ensures timely product matching through a needs-based consultative dialogue.
Builds brand equity with your target market and positions your financial institution as a "trusted advisor".
Reduces lead erosion and ensures every viable lead is handled quickly, resulting in a higher level of sales conversion.
* Licensed work performed by RSA Mortgage Solutions, a subsidiary of Fiserv.
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