Real estate. Keyboard

New Client Submission Portal

Associate Referral

Client Referral Submission Overview

Submit your new prospect/client referral for our investor real estate financing services. Upon receipt of your fully completed referral submission, within 24 hours, we will:

1)  Send you an email acknowledging receipt of your referral submission

2)  Initiate contact with your referral client via email (not including Saturday or Sunday) to introduce our company and our investor financing services.

3)  Follow up with a personal phone to your referral client to discuss our investor real estate financing services

As the referring associate, you will automatically be copied on the “initial” email correspondence sent to your referred prospect/client.

Associate Referral New Client Submission Form

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