FAQ for Lender Services

Some illuminating questions to help set your bearings
What is Lender Ambassador?

Primarily, Lender Ambassador is a professional level complete collaborative service system that lenders use transparently with clients. You create Home To Homes for your clients. Each one, branded to you contains your Lender’s Finance Service Plan and Lender Profile. Home To Home also contains 18 collaborative tools to help your client.

It is also a referral network and a negotiating system.

Lender Ambassador offers a way to customize and deliver a lender’s branded service. (Your Finance Plan is like the DNA of your business). What you do for your client and how you do it is where your brand lives.

Service and performance are so important to your clients. So, Lender Ambassador helps you to promote that distinction so you can attract future clients. Enter the Ambassador Referral Network. Our referral network recognizes and rewards better service and better performance.

A core part of your business is connecting to new clients through agents. Build up your Network of Agents. Each time an agent in your network names you in a HomeToHome, you’re the lender inside HomeToHome.

Is Lender Ambassador a transaction system or a CRM system?

It is neither though you may add your loan origination procedures within your Finance Plan. Lender Ambassador is a professional collaborative client service system and a referral system. Lenders create a branded HomeToHome Guide for their client. You don’t need a CRM or a transaction system to use it. 

Lender Ambassador is also a lead and referral system.

Your lender professional profile is displayed publicly. Also Lender Ambassador delivers automated leads and referrals to you. Past clients, professional recommendations, public referrals from listing your profile, and your own home to home link from your social media pages. These are all sources for your business as aLender Ambassador member.

What’s the difference between that free version and a paid version of Lender Ambassador?

The free version is (Lender Community level), you may create a profile public that is listed in our public Lender Search. You also receive a HomeToHome as your clients may see it. An example Agent Service Plan and Lender Finance Plan will be visible but inactive. Also included is the HomeToHome Tool Box of 18 collaborative tools that clients may use with their agent and lender. 

Only a member Lender Ambassador may activate the Finance Plan for his client. Lender Ambassadors (paid version) are eligible to receive leads, recommendations and referrals. Additionally, you may create and build an online reputation based on levels of service and performance.

As a new Lender Ambassador member, do I have to create my own Finance Plan?

No, you do not. When you sign up, Lender Ambassador comes with your Lender Finance Plan template of over 350 items to cover a wide range of clients’ needs. This Plan Template is called your Master Plan.

How do I get started using my Finance Plan with my prospects and clients?

Each HomeToHome that you create for your client is branded with your Lender Finance Plan and your Lender Profile. Lender Ambassador comes with a Master template Finance Plan so you don’t need to do anything right away. To create a HomeToHome with your Finance Plan:

Fill out the form on your Lender Console with your client’s information (name, email, phone, zip code of interest) and click “Create”.

That’s it. Within a few seconds, your client’s HomeToHome is sent to their inbox and their Finance Plan appears in your console.

How do I customize my Finance Plan the way that I want it?

Every HomeToHome that you create for your clients inserts a copy of your Master Finance Plan for each Client’s Finance Plan. When you modify your Master Plan, all your future Finance Plans contain the modified Master.

You can freely add, delete, or hide any item in your Client’s Finance Plan as you work with them. Many lenders prefer to add items specific to their branded service. They may first add items to a client’s plan before updating their Master Plan for all future clients.

How many ways can I brand my HomeToHome?

By far, the most important way to brand your HomeToHome is by customizing your Lender Finance Plan. Think of your Finance Plan as your brand’s DNA. Many Lenders prefer to hide proprietary portions of their Finance Plan. Only when they are working with their client do they reveal these portions on an “as needed basis”. 

Your Lender Profile is the second way. As with most profiles, simply fill out your form with your current business information. These fields make it easy for your clients to contact you in the way that best suits. Whenever they sign in to your HomeToHome, they see your profile. 

The third way is Lender Search. Make your profile visible on our public search engine so that new prospects can find you easily. Your profile is ranked in the zip code(s) that you wish to service.

Can I change my membership level up or down?

Yes, you’re free to change your membership level at any time. Your billing occurs once a month based on your sign-up. Changing membership levels effects the following:

  • Monthly membership dues,
  • Number of HomeToHomes creation limit,
  • Number of zip codes where your profile appears,
  • Number of agents you may connect into your network to receive recommendations.
What kinds of leads or referrals can I get?

There are a number of ways and types of leads you may receive. 

  • Receive leads from your social media pages and website,
  • Receive professional recommendations,
  • Receive past client referrals,
  • and receive new referrals from our lender search engine.
How do I receive my referrals?

Receive your referrals automatically in your Lender Console. A HometoHome account link that is branded to you will be emailed to your new client. An email sent to you with their contact information, including their zip code of interest, and the client’s agent. Your Console shows your new client, and you will also receive an email with your new client’s contact info. 

Your Finance Plan is another way for you to communicate with new clients because it has built-in messaging. Your console will show new message notifications and all new referrals & leads not yet opened.

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