Join us for a FREE educational workshop given by Jerry Sleder and Shanne Sleder on Wednesday, August 27th, 2008 at 12 noon
at 10636 Scripps Summit Ct., San Diego, CA 92131
Come and hear the facts about reverse mortgages, common misconceptions and get your questions answered. This is a no pressure, educational workshop that lasts about 1 ½ hours.
The following principles represent the commitment we make to each client we are given an opportunity to serve.
These principles have been established, affirmed, and are lived by each member of The Mortgage Planners.
Ask questions and listen to our clients in order to fully understand their needs
Create mortgage solutions that compliment our client's overall financial strategy, and allow them to effectively accomplish their short and long term financial goals
Be sensitive to the fears that many homebuyers have about obtaining a mortgage loan and earn their confidence as a trusted advisor
Use the latest technology to complement our customer service, making adjustments when necessary to avoid overwhelming our clients who are less technically proficient
Respect our client's time and minimize the amount of effort required of them by applying our knowledge, experience, and resourcefulness
Communicate regularly and proactively with our clients to keep them informed of the status of their loan and to reduce the stress associated with uncertainty
Ensure smooth, on time closings with anticipated costs and terms
Evaluate our success by our client's willingness to confidently recommend us to others
Provide our clients the luxury of home loans in the future with minimal effort on their part, by means of an Annual Mortgage Review
Take full responsibility for our actions and be honest at all times
Seek to improve the quality of service we provide by encouraging each client to critically evaluate our performance
Strive to honor God in all that we do
|