Sentences with phrase «refer clients to mortgage»

Compliance can be a major concern among real estate brokers who worry that referring clients to a mortgage broker will land them in hot water.

For example, a real estate agent who refers a client to a mortgage broker and lawyer can request for that lawyer and mortgage broker to refer to one another when they have the ability to do so.

Not exact matches

In this context, the «capture rate» refers to the percentage or proportion of the real estate brokerage's clients (who used mortgage loans) that it «successfully steered to Prospect each month.»

The real estate brokerage also provided a «cash equivalent» to its real estate agents when they referred a client to that particular mortgage lender.

The bank told The Canadian Press that the types of mortgage applications for foreign clients or newcomers being referred to in the Globe story are for loans of up to $ 1 million, not $ 2 million.

Many mortgage and real estate professionals will require you to have a portal and a site before referring clients to you.

Affiliates are Mortgage Brokers, Realtors, Auto Dealers, CPAs and Attorneys who refer clients to you.

Reverse mortgage lenders are also prohibited from making the appointment for the borrower: HUD Mortgagee Letter 2004 - 25 states that «the lender may not contact a counselor or counseling agency to refer a client.»

Regardless of any potential movement in the overnight and prime lending rates, as always I recommend to my clients to refer back to your original decision to choose a variable rate mortgage.

For example, if a mortgage broker can not help a prospect qualify for a home loan because of a less - than - perfect credit score, he can refer that client to a credit repair company.

«I have to make a living completely based on my ability to find realtors, mortgage brokers, financial planners, and professionals willing to refer clients to me.

Your clients may need mortgages from time to time, but you probably refer that out to a mortgage broker you trust, rather than brokering the mortgage yourself.

Established networks of attorneys, mortgage lenders and contractors to whom clients may be referred.

Refer your client to the wealth of online resources available, including mortgage payment calculators and advice videos.

Increased client due diligence for introduced businesses — Realtors often refer clients to banks, insurance companies, mortgage brokers and notaries and they often acquire clients from such referrals.

This is a trusted resource that you can refer to your senior clients who may be considering these mortgage options.

How do you know which are the most solid online mortgage providers to refer your clients to?

Full Disclosure - I have no relationship with any of the mortgage brokers I work with aside of referring clients to them.

For instance, the Professional Standards Manual for BC realtors states that: «When a (real estate) licensee refers a client to a financial institution or a mortgage broker, the Registrar of Mortgage Brokers has determined that the licensee will be considered to have arranged the mortgage if the licensee does anything more than provide a name and contact infomortgage broker, the Registrar of Mortgage Brokers has determined that the licensee will be considered to have arranged the mortgage if the licensee does anything more than provide a name and contact infoMortgage Brokers has determined that the licensee will be considered to have arranged the mortgage if the licensee does anything more than provide a name and contact infomortgage if the licensee does anything more than provide a name and contact information.

are you saying in exchange for you referring a client to a certain broker you expect the broker to rebate a part of the commission to you as the mortgage lender??

I totally agree that if real estate agents are to provide mortgage advice, they should refer their clients to professional lenders and / or mortgage brokers.

Coach agents to build their own network of professional connections such as mortgage lenders, attorneys, plumbers and electricians to which they can refer clients both during and after the transaction.

Irene's clients become her friends, and these friends, refer their friends and family to A.S.A.P. Mortgage Corp. and this is how Irene and her staff measure success!

Contact us and we'll be happy to refer you to a mortgage professional with an excellent reputation and track record for successfully acquiring loan approval for his / her clients.

«The Mike McCoy team has taken great care of my clients and they are referring their friends and family to him for all their mortgaging needs.

79 DOS 99 Matter of DOS v. Pagano - disclosure of agency relationships; failure to appear at hearing; proper business practices; unauthorized practice of law; unearned commissions; vicarious liability; fraudulent practice; jurisdiction; ex parte hearing may proceed upon proof of proper service; DOS has jurisdiction after expiration of respondents» licenses as acts of misconduct occurred and the proceedings were commenced while the respondents were licensed; licensee fails to timely provide seller client with agency disclosure form prior to entering into listing agreement and fails to timely provide agency disclosure form to buyer upon first substantive contact; broker fails to make it clear for which party he is acting; broker violates 19 NYCRR 175.24 by using exclusive right to sell listing agreement without mandatory definitions of «exclusive right to sell» and «exclusive agency»; broker breaches fiduciary duties to seller clients by misleading them as to buyer's ability to financially consummate the transaction; broker breaches his fiduciary duty to seller by referring seller to the attorney who represented the buyers when he knew or should have known such attorney could not properly protect seller's interests; improper for broker to use listing agreements providing for broker to retain one half of any deposit if forfeited by buyer as such forfeiture clause could, by its terms, allow broker to retain part of the deposit when broker did not earn a commission; broker must conduct business under name as it appears on license; broker engaged in the unauthorized practice of law in preparing contracts for purchase and sale of real estate which did not contain a clause making it subject to the approval of the parties» attorneys and were not a form recommended by a joint bar / real estate board committee; broker demonstrated untrustworthiness and incompetency in using sales contract which purported to change the terms of the listing agreement to include a higher commission; broker demonstrated untrustworthiness and incompetency in using contracts of sale which were unclear, ambiguous, vague and incomplete; broker failed to amend purchase agreement to reflect amendment to increase deposit amount; broker demonstrated untrustworthiness in back - dating purchase agreements; broker demonstrated untrustworthiness in participating in scheme to have seller hold undisclosed second mortgage and to mislead first mortgagee about the purchaser's financial ability to purchase; broker demonstrated untrustworthiness by claiming unearned commission and filing affidavit of entitlement for unearned commission; DOS fails to establish by substantial evidence that respondent acted as undisclosed dual agent; corporate broker bound by the knowledge acquired by and is responsible for acts committed by its licensees within the actual or apparent scope of their authority; corporate and individual brokers» licenses revoked, no action taken on application for renewal until proof of payment of sum of $ 2,000.00 plus interests for deposits unlawfully retained

In turn, you will have trusted contacts in the mortgage industry that you can refer your clients to when needed.

A sales rep with a real estate client refers that client to a mortgage broker who, in turn, refers the client to a real estate lawyer who also practices immigration law.

When I refer a client to Nick, I know that they will be given honest and fair answers to their questions about a Vermont mortgage.