The easy money of the refi boom is over, and we’re once again in a volatile purchase market. Having strong referral partnerships is crucial to keeping that pipeline full and closing loans efficiently and effectively. Our new Referral Partner Center for Vantage Integrated Production is the ticket to winning over strong, sustainable referral partnerships.
This online marketing and resource center was developed to deliver exactly what real estate agents and other referral partners want: co-branded marketing, open house flyers, loan status updates, calculators, newsletters and so much more.
With VIP’s Referral Partner Center, you’ll:
Offer automated marketing campaigns branded with your LO and referral partner photos, logos and contact information. Automatic archiving helps ensure compliance audit support.
Co-branded open house flyers present property information and lender-provided loan information to speed up prospect decisions.
A suite of the most-often-used calculators helps borrowers understand the impact of interest rate, loan term and down payment on their investment.
Keep referral partners and clients in the know on key loan milestones with a co-branded, password-protected Loan Status Center (available 24/7).
Provide premium mortgage-specific content for your referral partner audience, so they feel informed and understand current market conditions, opportunities and challenges.
The Referral Partner Center comes complete with a lead capture form, so referral partners can submit leads to the MLO anytime, anywhere, from any device.
VIP’s Referral Partner Center is mobile-optimized, so LOs and referral partners can access it on the go.
Strengthen your referral partner relationships by giving them the resources and tools they need to shine with your shared clients—so you and your team are their #1 choice.
Learn more about our Referral Partner Center—the latest addition to Vantage Integrated Production.
Todd Ballenger is responsible for developing and growing key strategic relationships to enhance our solutions as well as for developing new products, and enhancing existing solutions to solve the market problems of our enterprise and individual customers. He has 25 years of experience in the financial services industry as a licensed securities, insurance, real estate, and mortgage lending professional. Todd founded three companies; Capital Savings Co, Inc., Advantage Capital Mortgage, USA, and PlanMax Financial. These three companies closed more than $2 billion dollars in residential and commercial loans before being rolled into a NASDAQ IPO in 1999. Todd is considered an industry pioneer in the area of capital market and credit market convergence, and has published courses on lending and equity management currently approved for REALTORS(R), appraisers, builders and lenders in over 42 states. Todd is a two-time Inc. 500 winner, a three time KPMG Fast 50 winner, and the 1998 NC Mortgage Lender of the year. Todd was awarded the 2003 "40 Under 40" award by the Triangle Business Journal in North Carolina as one of the top 40 young leaders. Todd has a business degree from the University of North Carolina. He is the author of Borrow Smart Retire Rich.