Why your accounting practice needs to partner with a professional home mortgage broker
We all know that people turn to their accountants for professional advice on financial matters, AND you will know that you cannot give advice on mortgages unless you are an accredited broker yourself.
Through a collaborative partnership with an experienced and professional home mortgage broker you can be a client problem solver.
By using a trusted mortgage broker you can solve your client’s problem, keep them happy and keep them as a client for years to come.
Not giving them a referral to “your” broker may put your relationship with the client at risk. You haven’t solved their problem so they may not ask you next time they need help. They might go to another broker who has a relationship with another accountant. They might go to a bank or broker who doesn’t help them.
We want to help you solve your client’s problems by offering your this free “Accountant’s Guide to Solving Common Client Problems With Mortgages”
Keep a Watch Out for Your Mortgage
A mortgage is your biggest financial commitment and the market is continually changing. Banks often have specials so knowing about them can mean big interest savings or a better loan. If you have a mortgage, or are thinking of applying for one, then you should keep up to date with the latest news.
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