Financial planning can be one of the more tedious industries. Every detail is accounted for and strategy is in constant motion for your clients to help them optimize their short term and long term financial goals. Green House Mortgage realizes with most of your clients who own their own home, vacation home or investment properties a proper financial plan almost always factor in to what type of mortgage is best. If your client is a first time home buyer we can assist you in starting them off right. If they are the seasoned homeowner, we can help restructure terms by refinancing and/or taking out cash to leverage elsewhere in the plan. And for your senior clients who are 62+ years of age who would like to maintain their current plan or they need to revitalize it, the Home Equity Conversion Mortgage (HECM) or Reverse Mortgage is available to them. The Reverse Mortgage is exceptionally unique in that it allows your clients to leverage the equity in their primary home only, tax free toward other investments, supplement income and eliminate their monthly payment to help them stay on pace. All while maintaining title to their home. There are many ways we can assist Financial Planners and can be another strong financial tool for which you have to offer.
To help you get started you can download our PDF mortgage application or you or your client can contact us directly by phone or email.