Transparent Service & Referral System
for better lenders and better referrals
You deliver the proof with the promise
Lenders systematically improve their client's performance when in sync with their agent.
Average loan broker's commission
$3,750 for a $250,000 home.Your home's estimated value is out of range for this strategy.
Source: Forbes Advisor (Commissions set by brokers).
Lenders with transparent service...
> Can show the service they deliver before clients choose.
> Reduce costly pitfalls that clients face.
> Avoid traps before they happen.
> Great service efficiently delivers more referrals.
Transparent lenders need a transparent plan for clients.
When small tasks carry large costs & risks, transparent checklists are essential.
NFL Head Coach
QB on the field
Valued service that's visible.
Show the progress of your transaction.
Link to agent's HomeToHome Tracker.
Stay synced with your client.
Deliver informed advice.
Lender Finance Plan
Easy to use.
- At a glance, the Tracker shows the lender's progress.
- Use Tracker to open the Lender's Finance Plan.
- Messaging to/from client anywhere in the Plan.
- Show what's been checked off and when.
- Show what's next (green tasks).
- Info tips on most tasks.
- Customizable to each lender & client
Check "what's next" and check off "what's done. Show progress in the Tracker. Drop a message to your client.