Mortgage Banker Referrals

If you're looking for a Mortgage Banker, or you're a Mortgage Banker looking for referrals, The Bob Adams Agency can help...

Why Refer Your Clients to The Bob Adams Agency

Having strong referral partners is a key for any business. At The Bob Adams Agency our goal is always to respect and care for the clients that are referred to us by our Martgage Banker partners. We believe that our relationship must be mutually beneficial for it to work. The reality is that you likely encounter more individuals looking for a trusted insurance resource than people we encounter who are in need of an experienced, professional Mortgage Banker. So, how can we make a referral relationship work for you?

First, we've built our agency on the core values of honesty, integrity and a level of personal service that is uncommon in the industry. We've even helped clients secure insurance coverage, though it meant helping them find and alternate carrier. Our bottom line is making sure that clients find the right coverage - not just those that we can offer directly. We'll also make it easy for you to refer us - we'll provide any materials you need from us as often as you need them, as well as provide client updates to you.

Second, we understand that getting your real estate transaction closed is a high priority. We have geared our agency to ensure that the insurance requirements will never delay a closing. We offer same-day binders and even faster when needed. We can insure a wide range of homes including luxury homes, commercial properties, homes needing repair, vacant buildings, and more. We can also help with buyers who may have problems with credit and/or claims history.

Third, The Bob Adams Agency will actively market you to the clients you refer to us, so that they will refer you to their friends, contacts and family. Here's how:

• When we first contact your client, we will always use your name as the referrer. This way they will know that you are supporting their needs beyond your specific offerings
• We will send 7-9 greeting cards to your client, using your address, with no mention of The Bob Adams Agency.
• On the anniversary of their closing, we will send a $25 gift card to them to commemorate the event - again using your address, with no mention of The Bob Adams Agency.
• We will provide a link to your web site from ours.

That's a minimum of 7 touches per year - from you! Give us a call to learn more about our agency and meet our team. We look forward to growing our business, along with your!