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Presenter:  Nader Salameh, VP of Lending Referral Partnerships, BMO Bank of Montreal

Hosted by: IDC WIN – Vic Raye, National Director, Banking Services

Are your clients aware that bankers are reaching out to you, competing for your business? Just by letting them know, demand + revenue will come.

Mortgage referrals can be a smart service for independent advisors, to help give your clients an edge as they shop around in the current interest rate environment and real estate markets. In addition to the additional revenue, assisting with major borrowing needs such as mortgages for residential / recreational / investment properties are a common topic of conversation by many clients – with their friends, family and of course their realtors. For consumer-led financial services such as credit, word-of-mouth is still alive and well, even in the digital age- with referral potential back to you as the key connection in the process.

No CE Credits