Sentences with phrase «loan at a brokerage»

Not exact matches

At that point they will buy the same number of shares on the open market and repay the temporary loan from their brokerage firm.

At WebsterOnline, see your balances and monitor transactions for all your Webster checking, savings, money market, CDs, brokerage and loan accounts.

IF YOU HOLD YOUR INVESTMENTS in a margin account at a brokerage firm, you can typically take out a margin loan equal to 50 % of the account's total value.

Thomas Idzorek, CFA, chief investment officer — Retirement at Morningstar Investment Management LLC in Chicago, and lead author of the paper, tells PLANADVISER, «Our managed account engine will consider age, plan account balance, salary, contribution, state of residence — different states have different tax rates — employer tiered match, employer contribution, plan loans, brokerage account holdings, retirement age, gender and pension as well as other outside assets to determine the recommended allocation to equities for each participant.»

«David H. Stevens, president of Long & Foster's affiliated businesses, said his real estate brokerage now holds regular FHA training sessions for its agents and the loan officers at its in - house lender, Prosperity Mortgage.

I began in 1982 at Barnett Bank in Florida and moved back to the area to ultimately oversee the lending department of Metropolitan Savings and Loan, Bank of Baltimore and then my own brokerage Tri-State Mortgage, Inc. in Olney, MD..

Transfer money into or out of your Redneck Bank accounts from any other bank, savings and loan, credit union, or brokerage account — at no cost.

For example, my brokerage just got off a special with one bank that allowed us to offer loans.125 % under retail, and just got on another than allows us to offer loans with a 1.5 point credit (as in, free money for the borrower compared to a retail price) at any interest rate.

This includes your credit cards and loans, other savings or checking accounts you may have elsewhere, and even investments and retirement accounts maintained at other brokerage firms.

Back in the Jimmy Carter period when interest rates were very high indeed I found a situation where my company Credit Union was seriously lagging behind in raising their lending rates and would make me an unsecured loan at interest rates that were well below those being offered on CDs by banks and brokerages.

a senior loan officer with C2 Financial Corp., a San Diego - based mortgage brokerage firm, says the most affordable mortgages are given to borrowers who have at least a 740 FICO score, up from 680 in 2007.

The marketing agreements we prepare for clients have included such services to lenders or title agents as helping market and promote loan or title products through the brokerage's publications, placing the lender or title agent's banner on the brokerage's Web site, displaying the lender or title agent's sign in the real estate office and at open houses, handing out brochures, providing a list of individuals who have visited open houses or signed listing agreements or sales contracts, permitting limited use of the brokerage's logo to identify the company as the preferred vendor, permitting the lender or title agent to make presentations to the real estate sales staff, and providing office space and facilities.

A transaction coordinator collects all the application documents and starts the loan process; the TC then introduces the online loan officer, who communicates with the client by video conference at the brokerage.

The in - house loan operation of large Midwestern brokerage F.C. Tucker, based in Indianapolis, takes a similar quality - control approach, relying on surveys taken at closing and on associate feedback to spot friction points.

Pairing a Motto Mortgage franchise with a real estate brokerage means homebuyers can work with a real estate agent to find a home and with a Motto Mortgage loan originator to secure financing in offices at one location.

The problems exposed in the subprime mess of the last 18 months have at least one silver lining: If you work for a one - stop - shop brokerage with an in - house mortgage operation, you possess a powerful tool to aid customers who otherwise could have trouble finding safe, affordable loan options.

• A remarkable 75 percent of top real estate executives responding said their brokerage firms offer at least one major ancillary service; • Mortgages are the No. 1 additional offering: 89 percent of the real estate firms that offer at least one ancillary service offer home loans; • Nearly three - quarters (71 percent) offer title services; • Nearly half (49 percent) offer home - warranty services.

yes, this was general practice at my older brokerage, who is no longer in business — things have a way of working themselves out...... but I still get pressure at my broker now who does loans..

More than income, adding loan origination to a list of services gives salespeople at a small or mid-size company a chance to offer something close to the one - stop shopping packages offered by larger brokerages.