Professionals
Our Strategic Alliance Program is designed specifically to provide partners in Real Estate, Builder/Developer and Community Financial Institutions (i.e. Attorneys, CPA's/Accountants, Financial Planners, Contractors, Investors, etc) the opportunity to leverage our mortgage banking expertise in order to facilitate the growth and development of their current operations. Our goal is to eliminate the barriers stifling the entrepreneurial spirit of our industry & simultaneously provide the ultimate in service to our partners and their clients.
As a financial advisory firm, it is no doubt your mission to provide all your clients with a comprehensive financial service that elevates you and your firm above the rest. Your clients regard you as a valuable resource for advice and direction; you want them to think of you first as the "Go-To Person", their trusted advisor, for recommendations.
Think about it: Clients periodically experience some major life events, such as getting married, having a child, being promoted, getting divorced, climbing the social ladder and/or retiring. They are prime candidates for a categorical review of their financial portfolio and goals. Homeownership and home financing often are significant factors in the financial review. Hence, a relationship between financial advisory firms and a strong and experienced mortgage lender, but one that is also small enough to care, like Approved Funding, makes sense for the client and you.
With more than two decades of establishing mutually beneficial & successful partnerships with various Professionals, Approved Funding is experienced in wealth management companies and financial advisory firms such as yours. We work hard to protect the existing relationship between you and your clients. Together, we can build our referral based business by providing the best in Customer Service.
SERVICE. INTEGRITY. PASSION.