At America's Mortgage Choice, we believe that our clients benefit when we can introduce them to like minded professionals for the legal and financial matters that are not mortgage related. Our Financial Planning, Legal, Insurance, Taxation or Realtor Professional partners all increase their income by having a lender relationship with us. We believe that professionals that do not have these relationships are losing money and clients.

Recently a firm surveyed over 100,000 Legal, Financial, Taxation and Financial Planning firms across the country and one question they asked was; “in conversation with your clients does the topic of mortgage lending or refinancing ever come up” or “can refinancing be used as a tool for any of your clients needs?” Two out of three responded, “YES.”

They would then follow up with a second question: “Do you have a strong referral relationship with an existing lender or do you let the client select his or her own professional?” NINE out of TEN respond; “I pretty much let the customer select their own lender.” 

Surely, you can see that by not introducing the client to an associate for their other professional needs, the client has the opportunity to develop a relationship with a non-competing professional that may have a strong referral relationship with your competitor.