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Endorsed Financial Planner Partners
Welcome and “Thank you” for visiting our Professional Partner site for Financial Planners. We have formed this partnership to create an increase in business volume for your office and ours without any staff additions by either of us. We will assist you in building and maintaining a strong brand presence in your market area.
Web Site Links
In addition to providing you the opportunity to be linked from our web site, your customer can click on your web site and instantly have direct access to our mortgage financing screen that will allow them to perform many functions including applying for a mortgage on line.
Top Quality Leads
Our bank conducts consistent marketing campaigns to attract customers that can rely on our low closing costs, experienced personnel and fast dependable service. We also gain prospects by promoting Pre-Approval prior looking for a home. In addition, the fact we are a locally owned independent bank appeals to many people as well. By far, the majority of our loan applicants are referred to us by our existing customer base which allows us the first opportunity to meet with these captive leads. These factors result in a large number of customers looking to the First National Bank of New Richmond for mortgage financing. This unique situation allows us to inquire if they are currently working with a Financial Planner and, if not, we refer these pre-approved applicants to our Endorsed Professional Partners.
Business Continuity Program
Our Business Continuity Program is designed to never let the customer forget who assisted them with the sale or financing of their home. A “Thank You” card is sent out the month after closing. Special occasion cards are sent out twice a year and a personal letter is sent out on the anniversary of their mortgage closing to see if they have any concerns and to remind them of the services provided by the bank and our Professional Partners. In addition, they have the opportunity to receive our weekly newsletter containing the latest market conditions and forecast along with an advice column. That’s a minimum of 55 “touches” a year.
How we can help your clients: Many of your potential clients postpone estate planning and investing for retirement because they do not have the cash flow or resources. In addition, once they are involved in a program with you, they may discontinue if they have unforeseen financial difficulties.
If you refer your clients to one of our mortgage professionals, we can examine several possibilities to afford them the funds they need to invest. First, if your clients own real estate, whether that is their home, recreational property or rental property, we can provide funds based on their equity in the property. These funds can then be invested with you for whatever purpose they desire. Secondly, we can grant them a debt consolidation loan to free up their monthly cash flow. This excess cash can now be paid to you monthly for investment purposes. You can demonstrate to your clients how restructuring their mortgage will allow them to have the extra money to invest with you. In addition, if one of your clients is considering taking funds from their accounts for any reason at all, you can demonstrate how refinancing their home would be a much wiser consideration to obtain the cash. You can’t beat this relationship. You are generating business for us, we are providing funds for your client to invest with you and your client is meeting their financial goals.
The more tools in your toolbox , the more successful you will be. By networking with a mortgage professional and introducing their services to your clients, you create another reason to market and remain lodged in your client’s mind because of the expanded benefit you provided. Contact our Mortgage Department at 715-243-6151 to inquire about our Endorsed Professional Partners Program.
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