Saturday Strategy
Mortgage FAQ's, did you knows and much more...
How Realtors and Clients Are Benefiting from Renovation Second Mortgage
Here’s the big idea:
Imagine helping your clients unlock renovation funds without touching their ultra-low first mortgage rate. Using a special second mortgage product, they can tap into future appraised value — not just current value — after they close.
✅ No need to delay closing for contractor bids or architectural plans.
✅ Helps buyers get into homes that might need future updates (think growing families!).
✅ Great reason to reach out to your database and re-engage past clients.
Action Steps for You:
- Identify buyers who love a home but wish it had “one more bedroom” or “bigger kitchen.”
- Reach out to past clients sitting on home equity who might want upgrades.
- Share this video with anyone you think could benefit!
P.S. Can I count on you to call us when any friends, family or coworkers are looking to buy, sell or refinance a home? We'd love to help! You can just text/call me at 480.553.8770.
Why Financial Advisors Should Care About Mortgage Planning
Most financial advisors spend a lot of time helping clients grow assets, reduce taxes, manage risk, and prepare for retirement. That all matters. But there is one area that often gets ignored, and it can have a huge impact on a client’s financial life. Their mortgage. For many families, the house is one of the…
P.S. Can I count on you to contact me if you hear that a friend, family or coworker is looking to buy, sell or refinance? Call/Text 480.553.8770 - We'd be honored to help them too!