At Last, You’re First.
Now real estate transactions begin with you. Become the first point of contact in your member’s real estate transaction, instead of a realtor, who could steer your member to another lender.
The Smart Moves Program from Client first Real Estate enables you to offer a compelling package of real estate and financial services to members and effectively compete against the largest lenders in the industry.
Using Smart Moves you can:
- Secure a greater volume of purchase money lending transactions from members who are buying homes.
- Provide members a valuable service and financial benefit that will increase member loyalty and aid in customer retention.
- Empower your members with information resources that will help them prepare for a real estate transaction, manage and protect their credit and protect their identity and locate their next home.
What this does for you
- Become the first point of contact in your member’s real estate transaction, instead of a realtor, who could steer your member to another lender.
- Generate more mortgages by presenting a program to your members that will save them thousands of dollars when they purchase homes and when they sell homes.
- By offering a compelling package of real estate and financial services to your members you can effectively compete against the largest lenders in the industry.
- Keep your member’s information from other mortgage originators such as Wells Fargo so they will not be able to market directly to your member.
- Using the agents in our network and our experienced support staff, your members can enjoy friendly, professional service while earning sizable cash rebates when they purchase homes.
- Promise and deliver on unique benefits that save your members time and money. At the same time, you can secure a valuable financial relationship with your members that can be leveraged into marketing other products and services.
- You can promote your credit union’s mortgage lending programs in combination with one-stop home buying and financing services provided by CFR.
- Attract new credit union members interested in the program.
- Cross-sell additional credit union services to your members. You may also elect to provide your own financial or service incentives as part of this program. Some organizations reduce their application or origination fees or waive certain costs in order to enhance the appeal of the package. This helps you build a close brand and message identity with the program and strengthens its appeal to your members.