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Partners

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Partner With Us

FRMC advisors believe that a mortgage is the cornerstone of a client’s overall financial foundation. As a result, we are pleased to work with financial advisors to determine the best loan program for our mutual clients. During initial consultations, we ask our clients if they have a financial planner (in fact, the question is scripted in the first page of our loan application). If the answer is no, not only do we suggest that they get one, we refer them to one of our professional partners – a financial advisor just like you.

FRMC offers a variety of fixed and adjustable rate mortgages that can be tailored to your client’s specific needs. See our guides for First Time Home Buyers, Informed Buyers, Refinancing and Building your Own Home for details on how we can help your clients with their mortgage needs. If you refer a client to FRMC, this is our partnership pledge to you:

  • We will treat your client with dignity, respect and courtesy at all times.
  • We will keep you updated with a weekly status (within privacy regulations) of your borrower’s application.
  • We commit to meeting deadlines mutually agreed upon and guarantee a settlement sheet 24 hours prior to closing if the settlement is conducted with one of our affiliated title/settlement companies.
  • We will honor our lock-in commitments in writing and will diligently pursue an underwriting commitment within the allotted time in the contract.
  • We will deliver unforeseen bad news immediately.

Continuity Program

In the spirit of our “client for life” philosophy, we engage customers in an industry standard-setting continuity program. As a participant in the program, you can maximize customer loyalty and generate additional referrals for your business through ongoing communications. These marketing, loyalty and lead-generation materials are postage-paid and include the following:
  • Thank you cards
  • Thank you packages
  • Greeting cards
  • Marketing surveys
  • Personalized letters
  • KipKards

A strategic partnership with an FRMC mortgage advisor will help you create clients for life and double the number of referrals you receive with little to no effort and without risk!


 
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