1 / 5

The MaraMerce Team

The MaraMerce Team. Pay It Forward Financial 7913 Shannon Ct. Dublin, CA 94568 (877) 771-7377 patty@piffinancial.com & dustin@piffinancial.com www.piffinancial.com. Creative Financing... FOR LIFE!. Pay It Forward Financial. OUR TEAM GOAL. Vision

vina
Download Presentation

The MaraMerce Team

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. The MaraMerce Team Pay It Forward Financial 7913 Shannon Ct. Dublin, CA 94568 (877) 771-7377 patty@piffinancial.com & dustin@piffinancial.com www.piffinancial.com Creative Financing... FOR LIFE! Pay It Forward Financial

  2. 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.

  3. The Power ofTEAMWORK • Realtor - AnniHagfeldt, Alain Pinel Realtors 900 Main Street, Pleasanton, CA 94566 Ph: 925−417−8627 anni@apr.comwww.annihagfeldt.com • 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 krb@wcjuris.comwww.wcjuris.com • Disaster Preparedness - Jeffrey Hamilton, Kits 4 Disaster Survival Ph: 888-510-0678 jhamilton@ehamiltonenterprises.comwww.kits4disastersurvival.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 rlema@sharpesolar.comwww.sharpesolar.com • Car Rental -Amy Foster, Enterprise 2867 Dublin Blvd. Dublin, CA 94568 Ph: 925-609-6900 ext. 287 Cell: 925-382-4251 amy.m.foster@erac.comwww.enterprise.com • Barbecue Supplies-Jeffrey Hamilton, Shop 4 Barbecue Supplies Ph: 888-510-0678 jhamilton@ehamiltonenterprises.comwww.shop4barbecuesupplies.com Enter “PAY IT FORWARD” when checking out to receive 10% off order

  4. 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

  5. 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

More Related