The Mortgage Desk
How many times has a Client gone to the Bank for a mortgage, only to be cross sold Insurance that is either inappropriate or causes a claw back?
The service is designed to assist our network of Professionals who have:
- Occasional mortgage need and wish to 'ring fence' their client.
- A need for locum cover during holidays.
- Trouble placing a particular deal.
- Limited access to Mortgage products not generally available.
- Business and Personal borrowing needs.
'The Mortgage Desk' can be an on-line facility, meaning we can assist wherever your Client is based in NZ or overseas and/or introduce you to a local adviser who can meet with your client face-to-face.
You paint the picture of what's required and 'The Mortgage Desk' will do the work. Once the Mortgage is settled you receive a referral fee of 30% of the upfront commission.
