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Real Estate Agents

More than open house flyers. We help real estate agents and their clients in unique ways.

For Home Sellers

Listing agents understand that when clients are considering selling their home, they have concerns that go beyond open house flyers—especially clients facing retirement, who have special concerns and questions around what’s next.

 

We can help in a way no other lender can, by showing clients the impact of selling their home before listing it. As a result, clients act with confidence and have peace of mind around this important decision.

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For Home Buyers

The typical loan approval process focuses on qualification, not affordability. Clients buying a primary residence, second home or investment property have important questions about the long-term impact of real estate financing.

We help clients see how these choices impact their financial future so they know what they can really afford and act decisively when buying real estate.

AgentWealth

While you’re busy helping clients increase their net worth through property ownership, who’s helping you?

 

Our wealth management program for agents features a real estate-centric approach and deep expertise in mortgage/financing for a more balanced approach to your investments.
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