If you are like many tax professionals, you are often asked questions
about home financing.

Questions include:


• How much would refinancing save me?
• I refinanced my home two years ago, can I do it again?
• What are the tax advantages of owning a home?
• I need some extra money to consolidate debt --
  can I borrow on the equity in my home?
• Are points tax deductible?

You are probably contribuing to the borrowing process more than you think. Throughout the mortgage process, clients rely on you to answer their questions, provide advice and supply them with important documentation needed to apply for the loan. Then, you refer them to someone else who originates and gets paid on the loan.

Stop referring business. Originate the loan and be compensated for your efforts. The Vertical Lend program is a natural compliment to your tax practice. It only takes 24 - 48 hours to activate your membership on the Vertical Lend program.

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

The Growing Importance of Tax Professionals in the Mortgage Industry

What do you have that banks and mortgage brokers don't? Plenty.

• Knowledge: You know your client's intimate financial history better than any bank "lending committee" or transaction-driven mortgage broker.
• Trust: You've spent years helping your clients to achieve their financial goals - you've been there when it counted most and gained their trust.
• Advice: Banks and mortgage brokers don't have the holistic view that you have to provide sound financial advice. Your knowledge of your clients' finances enables you to provide qualified advice and guidance that covers all the bases.
• Documentation: You are a veritable filing cabinet when it comes to your clients' financial records. By choosing you for their financing needs, they can avoid the documentation treasure hunt when it's time to gather paperwork.

The Vertical Lend Advantage

As one of the first mortgage programs available to financial professionals, Vertical Lend has an intimate knowledge of what you need to succeed: introductory training; a simplified loan process; dedicated support; mortgage calculators; marketing materials; an array of products.

Each member of our staff is highly knowledgeable - every employee is required to take at least 30 hours of training each year. Therefore, you know you are working with a team of experts.

Learn how you can receive a recruiting bonus each time you refer a friend or colleague to Vertical Lend.

Contact Vertical Lend
3 Huntington Quadrangle, Third Floor, Melville, NY 11747
Phone: 1-877-692-7762 Email: info@verticallend.com

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