Thursday, January 31, 2013

Core 7 referral program when buying a home

The Core-7 Referral Process when buying a home

The ideal referral process when buying a home-Realtor to Lender(pre-approval) to Financial Advisor(cash-flow analysis) back to the Realtor(home search-accepted offer) to Lender for loan submission to attorney/escrow agent for P&S to Insurance Agent for homeowners insurance and Umbrella Policy. Closing-to Financial Advisor to put the plan together with the Accountant and Estate Planning Atty.
The Client owns a home and has a Full Financial Team. Www.whats-your-rate.com

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