The maramerce team
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The MaraMerce Team. Pay It Forward Financial 7913 Shannon Ct. Dublin, CA 94568 (877) 771-7377 [email protected] & [email protected] www.piffinancial.com. Creative Financing... FOR LIFE!. Pay It Forward Financial. OUR TEAM GOAL. Vision

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The MaraMerce Team

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The maramerce team

The MaraMerce Team

Pay It Forward Financial

7913 Shannon Ct.

Dublin, CA 94568

(877) 771-7377

[email protected] & [email protected] www.piffinancial.com

Creative Financing... FOR LIFE!

Pay It Forward Financial


Our team goal

OUR TEAM GOAL

Vision

We are committed to deliver a mortgage experience that earns us a lifetime relationship with our clients. We pledge to improve the financial lives of our clients, strategic alliances, and employees to help them exceed their greatest goals.

Mission Statement

Our team is committed to providing financial services that help our clients meet their financial goals and achieve their personal dreams. Employees and clients will be considered life long relationships. We will operate our company with an atmosphere of respect and professionalism, personal growth, and diversity.


The power of teamwork

The Power ofTEAMWORK

  • Realtor - AnniHagfeldt, Alain Pinel Realtors

    900 Main Street, Pleasanton, CA 94566

    Ph: 925−417−8627

    [email protected]

  • Insurance Agent -Tim Huether, Huether Insurance Agency

    319 Diablo Road #100, Danville, CA 94526

    Ph: 925-820-8432

  • Appraiser-Daniela Delvalle, Park Place Appraisals

    216 Spring Street, Pleasanton, CA 94566

    Ph: 925-426-1774 Fx: 925-426-1972

    www.parkplaceappraisals.com

  • Attorney (Gen. and Estate) - Kenneth Bergquist, Stoddard, Bergquist, Wood & Anderson, LLP

    1470 Maria Lane #300, Walnut Creek, CA 94596

    Ph: 925-938-6100 Fx: 925-938-4354

    [email protected]

  • Disaster Preparedness -Jeffrey Hamilton, Kits 4 Disaster Survival Ph: [email protected]rvival.com.com

    Enter “PAY IT FORWARD” when checking out to receive 10% off order

  • Solar Energy Systems- Ryan Lema,Sharpe Solar Energy Systems, INC.

    1250 Oakmead Parkway #210, Sunnyvale, CA 94085

    Ph: 510-456-5474 Fx: 661-391-8111

    [email protected]

  • Car Rental -Amy Foster, Enterprise

    2867 Dublin Blvd. Dublin, CA 94568

    Ph: 925-609-6900 ext. 287 Cell: 925-382-4251

    [email protected]

  • Barbecue Supplies-Jeffrey Hamilton, Shop 4 Barbecue Supplies

    Ph: 888-510-0678

    [email protected]

    Enter “PAY IT FORWARD” when checking out to receive 10% off order


Pay it forward financial process of excellence 16 point contact system

Pay It Forward FinancialProcess of Excellence16 Point Contact System

  • Application – Introduction to Pay It Forward Financial (Overview of the Loan Process)

  • After Appointment Thank You Call

  • Personal hand written Thank You card

  • Condition Confirmation Call – what (if any) additional items are needed for underwriting

  • Approval or Status Call

  • Tuesday Update Call – 1st Tuesday

  • Approval Gift Confirmation Call

  • Tuesday Update Call – 2nd Tuesday

  • Tuesday Update Call – 3rd Tuesday

  • Tuesday Update Call – 4th Tuesday

  • Pre-Closing Call

  • Attend the Closing

  • After Closing Thank You/Survey Call

  • Payment Coupon/Mortgage Loan Statement Confirmation Call

  • 6 Month Client Service Call

  • Annual Review


The maramerce team

Pay It Forward FinancialProcess of ExcellenceRealtor Commitment to Communicate(ACTIVE SALES FORCE PRESENTAITION)

  • Every client is provided with a 16-point contact system to ensure constant and reliable communication throughout every step of the mortgage process

  • Weekly update call to the client and to both real estate agents involved in the transaction, so you never have to call us to find out the status of the loan

  • All referred clients from Strategic Alliance partners will be contacted within 1 hour of the referral

  • Client is provided loan options within 24 hours of the needs analysis

  • Return call to Strategic Alliance partner within 2 hours of receiving the referral

  • Provide “Daily Communicator” to each Strategic Alliance partner every day

  • Provide post approval letter, gift and telephone call to every client

  • Customer service survey provided to every client at closing

  • Post closing letter and copy of appraisal is provided to every client

  • Pre-closing information is emailed and the client is then called for final review prior to settlement

  • Multiple sources of financing for up to 103% financing for borrower flexibility is available

  • We attend all purchase closings

  • Preferred status is provided to all purchase transactions

  • We provide a referral incentive to all current clients ($200 off of closing costs per current client referral that results in loan application)

  • A free annual review is provided to all clients on the anniversary date of their loan

  • Co-op advertising is available for all Strategic Alliance partners

  • We provide a Monday market update/Strategic Alliance partner call to keep you informed about market conditions


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