Financial Specialist

Financial Specialist

Helping families and individual make smart financial investments and decisions through professional relationships based on integrity, trust, and Success.  Your clients goals maybe to one day own a house that they can call home. You as their financial specialist, despite having all of their finances restructured and in good standing, are still not able to help them qualify for mortgage as of right now. With Rent to Own in your tool box, this could be their financial solution. Rent to own provides a personalized program tailored to each client allowing them reach their goals of successful home-ownership with a peace of mind.

Let us be your alternate lending solution.

Benefits

  • Be the hero– Provide your client with an option that can help them reach their goals. Let us be another tool in your toolkit
  • Lead Retention–  Retain potential leads who may not qualify for a mortgage at current state.
  • Expand your marketing, lead generation and referral base  – A mutual long term relationship, whether it be referrals or lead generations from you or from us, we can share the work and help spread the word.
  • Triple WIN Solution  – Join us on a triple win deal, ultimately helping a family into their own home!

The Process To Success

As a financial specialist, we will work with the client throughout the Rent to Own program. The goal is to educate clients to better strategize on their financial investments and decision. Helping them get ready for home-ownership in 2-4 years and the betterment of their future endeavors.

The specialists are responsible for:

  1. Detailed Analysis – A thorough screening of the client’s current-state, and anticipated future-state of their qualifications and predicted program timeline.
  2. Credit building – Rebuild credit to a good standing of a minimum score of 680 or higher.
  3. Financial Education – Customized financial education to further their understanding of financial and investment strategies.
  4. Annual Check up – Work alongside the clients in articulating, establishing, and achieving their financial life goals. Ensure clients are on track, following through with their action plans to successful home-ownership .
  5. Empower/Inspire– To build and protect wealth for families and empower them to achieve their goals and dreams.

Contact Us

If you are interested in working with us or want more information. Please fill out and submit the contact form below: