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Learn how you can receive a
recruiting bonus each time you refer a friend or colleague
to Vertical Lend.
As one of the first companies of its kind, Vertical Lend provides financial professionals with a unique and proven turnkey mortgage origination platform. Vertical Lend has already helped thousands of financial professionals remain competitive in today's full-service marketplace by complementing their existing business with the integration of mortgage services.
Vertical Lend provides all the resources needed to help a financial professional grow their mortgage business while continuing to focus on their core discipline. With origins dating back to 1995, Vertical Lend was launched in 1999 when regulatory changes made it possible for insurance agents, accountants, tax preparers and financial planners to be legally compensated for originating mortgages. Vertical Lend is one of the first organizations to radically change how mortgages are distributed.
In addition, Vertical Lend has taken an integral role in the development of continuing professional education (CPE) programs tailored to CPAs and financial planners. In May of 2002, the New York State Board of Accountancy approved one of the first CPE programs on mortgage lending.
Importance of a Financial Professional
Research indicates that obtaining a mortgage via a financial professional creates a positive home financing experience for the borrower. According to David Peskin, Vertical Lend Inc.'s CEO, "The program is a natural fit for financial professionals who have established client relationships. They understand their needs, making them ideal candidates to originate mortgages."
"The key to successfully servicing a borrower is to have a full understanding of their financial needs, goals and objectives. Armed with this information, a mortgage originator will find a loan program that truly suits a borrower's needs. This is why an accountant, tax preparer, financial planner or insurance agent will play a vital part in the mortgage industry - today and in the future."
Designed With You in Mind
Vertical Lend's founders had first-hand knowledge of what financial professionals need to succeed - a turnkey program that is simple to implement and does not require a great deal of resources to administer. The founders' diverse experiences as mortgage professionals, accountants and financial planners helped to create a loan origination system unsurpassed by any other firm. The idea behind the Vertical Lend program is "to complement a professional's business, not to compete with it."
Vertical Lend provides all the resources needed to help a financial professional grow their mortgage business while continuing to focus on their core discipline. With origins dating back to 1995, Vertical Lend was launched in 1999 when regulatory changes made it possible for insurance agents, accountants, tax preparers and financial planners to be legally compensated for originating mortgages. Vertical Lend is one of the first organizations to radically change how mortgages are distributed.
In addition, Vertical Lend has taken an integral role in the development of continuing professional education (CPE) programs tailored to CPAs and financial planners. In May of 2002, the New York State Board of Accountancy approved one of the first CPE programs on mortgage lending.
Importance of a Financial Professional
Research indicates that obtaining a mortgage via a financial professional creates a positive home financing experience for the borrower. According to David Peskin, Vertical Lend Inc.'s CEO, "The program is a natural fit for financial professionals who have established client relationships. They understand their needs, making them ideal candidates to originate mortgages."
"The key to successfully servicing a borrower is to have a full understanding of their financial needs, goals and objectives. Armed with this information, a mortgage originator will find a loan program that truly suits a borrower's needs. This is why an accountant, tax preparer, financial planner or insurance agent will play a vital part in the mortgage industry - today and in the future."
Designed With You in Mind
Vertical Lend's founders had first-hand knowledge of what financial professionals need to succeed - a turnkey program that is simple to implement and does not require a great deal of resources to administer. The founders' diverse experiences as mortgage professionals, accountants and financial planners helped to create a loan origination system unsurpassed by any other firm. The idea behind the Vertical Lend program is "to complement a professional's business, not to compete with it."
November 1999
Gramm-Leach-Bliley Act is passed allowing financial planners, banks and insurance agents to be legally compensated for participating in each other's businesses.
November 1999
Amendments made to Uniform Accountancy Act allow CPAs to be compensated on activities outside their "normal scope of business".
The Uniform Accountancy Act is available for download.
November 1999
Mortgage Warehouse announces the birth of its business-to-business subsidiary, Mortgage Associate.
1999
Mortgage Associate changes its name to Verticallend.com.
1999
Verticallend.com changes its name to Vertical Lend.
December 2000
Vertical Lend and TAASC introduce a new product enhancement, a lending module that pre-populates mortgage documents.
2000
Vertical Lend offers small business loans from CIT to its network of financial professionals.
2000
Vertical Lend and LasarApp develop a new product that allows tax professionals to pre-populate mortgage documents with pertinent borrower information pulled from their internal databases.
July 2002
The New York State Department of Accountancy approves its first mortgage continuing education course - Vertical Lend's Mortgage Lending Basics course.
August 2002
The New Jersey Department of Accountancy certifies Vertical Lend's Mortgage Lending Basics course as an accredited provider of continuing education credits for CPAs.
September 2002
The Chief Economist of Freddie Mac addresses financial professionals at a seminar sponsored by Mortgage Warehouse and Vertical Lend.
October 2002
Vertical Lend previews its first continuing education course to a group of Long Island CPAs. Participants earned 5 continuing professional education credits at the conclusion of the seminar.
November 2002
Vertical Lend and Orrtax form an alliance to offer loan services to tax professionals.
December 2002
Vertical Lend formulates a strategic alliance with World Financial Group (a subsidiary of AEGON), allowing WFG's financial planners in NY, NJ and CT to originate loans for their clients.
April 2003
Vertical Lend becomes an accredited continuing education course provider by NASBA (National Association of State Boards of Accountancy). As a result, Vertical Lend is authorized to conduct continuing education seminars in 34 states.
May 2003
Vertical Lend launches it new brand. All materials and Web Site are revised to reflect an updated "look and feel".
Gramm-Leach-Bliley Act is passed allowing financial planners, banks and insurance agents to be legally compensated for participating in each other's businesses.
November 1999
Amendments made to Uniform Accountancy Act allow CPAs to be compensated on activities outside their "normal scope of business".
The Uniform Accountancy Act is available for download.
November 1999
Mortgage Warehouse announces the birth of its business-to-business subsidiary, Mortgage Associate.
1999
Mortgage Associate changes its name to Verticallend.com.
1999
Verticallend.com changes its name to Vertical Lend.
December 2000
Vertical Lend and TAASC introduce a new product enhancement, a lending module that pre-populates mortgage documents.
2000
Vertical Lend offers small business loans from CIT to its network of financial professionals.
2000
Vertical Lend and LasarApp develop a new product that allows tax professionals to pre-populate mortgage documents with pertinent borrower information pulled from their internal databases.
July 2002
The New York State Department of Accountancy approves its first mortgage continuing education course - Vertical Lend's Mortgage Lending Basics course.
August 2002
The New Jersey Department of Accountancy certifies Vertical Lend's Mortgage Lending Basics course as an accredited provider of continuing education credits for CPAs.
September 2002
The Chief Economist of Freddie Mac addresses financial professionals at a seminar sponsored by Mortgage Warehouse and Vertical Lend.
October 2002
Vertical Lend previews its first continuing education course to a group of Long Island CPAs. Participants earned 5 continuing professional education credits at the conclusion of the seminar.
November 2002
Vertical Lend and Orrtax form an alliance to offer loan services to tax professionals.
December 2002
Vertical Lend formulates a strategic alliance with World Financial Group (a subsidiary of AEGON), allowing WFG's financial planners in NY, NJ and CT to originate loans for their clients.
April 2003
Vertical Lend becomes an accredited continuing education course provider by NASBA (National Association of State Boards of Accountancy). As a result, Vertical Lend is authorized to conduct continuing education seminars in 34 states.
May 2003
Vertical Lend launches it new brand. All materials and Web Site are revised to reflect an updated "look and feel".
Contact
Vertical Lend
3 Huntington Quadrangle, Third Floor, Melville, NY 11747
Phone: 1-877-692-7762 Email: info@verticallend.com
3 Huntington Quadrangle, Third Floor, Melville, NY 11747
Phone: 1-877-692-7762 Email: info@verticallend.com
© Copyright Vertical Lend/2003; all rights reserved. State Licensing Chart