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Accountants’ Home Mortgage Partners

Expert home mortgage broker advice for accountants advising their clients from Custom Financial & Home Loan Solutions

Why your accounting practice needs to partner with a professional home mortgage broker

ACCOUNTANT'S GUIDE TO SOLVING COMMON CLIENT PROBLEMS WITH MORTGAGES

Why your accounting practice needs to partner with a professional home mortgage broker

We all know that people turn to their accountants for professional advice on financial matters, AND you will know that you cannot give advice on mortgages unless you are an accredited broker yourself.

Through a collaborative partnership with an experienced and professional home mortgage broker you can be a client problem solver.

By using a trusted mortgage broker you can solve your client’s problem, keep them happy and keep them as a client for years to come.

Not giving them a referral to “your” broker may put your relationship with the client at risk. You haven’t solved their problem so they may not ask you next time they need help. They might go to another broker who has a relationship with another accountant. They might go to a bank or broker who doesn’t help them.

We want to help you solve your client’s problems by offering your this free “Accountant’s Guide to Solving Common Client Problems With Mortgages”

Accountant’s Guide to Solving Common Client Problems With Mortgages

Here are some common conversation starters leading to problems accountants often need to solve.

  1. “I’m thinking of starting a business”
  2. “My business in running tight for cashflow. Is there somewhere I can borrow some?”
  3. “I want to expand the business but I need some money to do it”
  4. “I can’t keep up with the credit card debt – it’s killing me.”
  5. “There’s no way I can pay this tax debt”
  6. “I’m getting a divorce”
  7. “How can I reduce my tax payments”
  8. “How do you think I should use my tax refund”
  9. “I’m thinking of investing”
  10. “I’ve got all this super just sitting there”
  11. “I think I’m paying way to much interest”

Find out the issues you need to know about solving these problems with a mortgage and how to raise mortgages as a possible solution without breaking compliance rules.

Find out more by reading the free “Accountant’s Guide to Solving Common Client Problems With Mortgages” from Patrick Docherty, Founder of Custom Financial & Home Loan Soutions. Complete the form and we will email it to you immediately. You can’t afford not to get this information before your client starts applying for a home loan.

Privacy: At Custom Financial and Home Loan Solutions we take your privacy very seriously. We will not use this information for any other purpose than to contact you. We WILL NOT pass your email address or other details to other companies. You may at any point have your details removed from our database by contacting our webmaster.

How do you benefit from partnering with Custom Financial & Home Loan Solutions?

Happy Problem Solvers

We solve problems and make people happy using home mortgages.

Trusted by Accountants

We have been a trusted referral partner with accountants for over 12 years.

More Choice

We offer your clients a wide choice of loans from many different lenders giving you the greatest chance to borrow the amount you need at the lowest possible rate.

Professional Tools to Assess Choices

With thousands options on the market choosing the right loan can be difficult. We have an extensive tool kit to factually assess the options and make the right selection for you.

We Advocate for Your Client

Everyone’s circumstances are unique. You may be surprised by how often loan applications need a mortgage professional to argue a case with the banks. We are your client’s advocate.

Benefit from Years of Experience

There is no substitute for experience when you need a job done quickly and correctly. We have been providing mortgage broker services for over 12 years.

Advice Based on Extensive Education

Our mortgage brokers have completed at least the minimum education level of Diploma of Financial Services so you can be assured of receiving professional service.

Advice Based on Always Knowing the Latest

Mortgage conditions and rates change constantly. Our mortgage brokers complete a minimum of 20 hours additional professional education every year and are continually briefed by lenders on changes to products and policies. Your clients will never be left out of date.

Government Accredited Broker

Our mortgage brokers are accredited with the Australian Securities Commissions as Credit Representative Number ######### authorised by our credit licensee to engage in specified credit activities on behalf of our licensee ######### (ACN #########) who hold Australian Credit License Number ########

Verified Professional Standard

We are members of the Mortgage Finance Association of Australia which sets professional standard requirements for membership which gives you third party verification of our professionalism.

Because the Lender Pays Our Costs

We are paid by the lender after settlement. This will not make your loan any more costly than if you went direct to the lender.

Surety That Your Client’s Application is a Success

Because we only get paid for our work when your client gets a loan you can be sure that we won’t encourage you to apply if we don’t reasonably think you can get the loan and we have every incentive to ensure your application is successful.

Free Property Report for Your Clients

We can provide a FREE 7-10 page report outlining the value of your client’s property for the purpose of refinancing or consolidation of debts.

What else should you know about giving home loan advice?

  • Why You Shouldn’t Be a Mortgage Broker Yourself

    Tax and mortgages are so complex and time consuming. Can you profitably give good advice on both? You owe it to your client to focus on good service in your core business and you owe it to yourself to have a life!

  • Why You Shouldn’t Employ a Mortgage Broker

    Employing a mortgage broker is a fixed overhead cost. Do you have the time and expertise to experience to supervise a broker? Do you want to take on the compliance risk and the client satisfaction risk?

  • Who is Custom Financial & Home Loan Solutions?

    We are a successful Melbourne-based accredited mortgage broking practice growng largely through client and professional referrals.

    Read about our founder, Patrick Docherty

Watch Out for Mortgage Changes

The mortgage market is continually changing. Often banks have great short term specials which offer better rates or better loan conditions. Here are our most recent updates about mortgages.

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