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As a financial professional, you are in the optimal position to offer your clients mortgage services — The Vertical Lend program was developed with you in mind. Instead of referring mortgage business away, provide the advice, originate the loan and earn compensation.
Join the thousands of Financial Planners, Accountants, Tax Preparers, Insurance Professionals and others who have increased client services and are earning
more through Vertical Lend. Vertical Lend's proven loan origination platform will complement your existing business.
Find out how you can become employed by Vertical Lend and start earning today.
"My Account Executive and the back-office functions make the program extremely valuable" William - CA Financial Planner,
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Complementing Your Business
The Vertical Lend program is an ideal complement to your existing financial
planning business. By working part-time with Vertical lend and offering lending solutions, you not only increase
your income but you become a full-service financial professional.
In today's competitive marketplace, clients demand convenience - a single
place where all of their financial needs can be met. By working with
Vertical Lend, you will provide an innovative service that fulfills all
your clients' financial needs.
The benefits of diversifying your business with Vertical Lend:
- Stay competitive in an aggressive marketplace
- Increase client retention
- Attract new clients
- Cross-sell additional financial products
- Earn additional revenue
- Stop referring business to outside sources
- Provide better customer service
As one of the most significant financial transactions of your client's life, home financing decisions are certain to impact other areas of a financial plan. Help your clients make borrowing decisions with perspective.
When exploring home financing alternatives, your clients want to work with someone they trust. Your existing clients will trust that you have their best interests and long-term financial scenario in mind when helping them make a home financing decision.
You are capable of making the mortgage process easier and more comfortable for your client because you may already have much of the information and documentation that your client must provide to qualify for a loan.
Vertical Lend provides your clients with virtually every type of mortgage to best suit individual needs. We are proud of our competitive products, low rates, and fast service.
Through The Vertical Lend Rate Challenge Program* if your client presents a written Good Faith Estimate and rate lock confirmation from another lender and Vertical Lend cannot match the rate, we will pay your client $250.00
If Vertical Lend matches the rate and the client declines the loan, the $250 rebate is not applicable. The Rate Challenge Program does not apply to "to be determined properties." The competitor must be offering a rate on a similar product and provide a system generated Good Faith Estimate.
3 Huntington Quadrangle, Third Floor, Melville, NY 11747
Phone: 1-877-692-7762 Email: info@verticallend.com