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What Happens Once You Refer Us a Mortgage Client?

Below is Dreyer Group Mortgages process for dealing with mortgage referrals from our valued clients. The majority of mortgage business we do each day is based on referrals from great clients just like you.

Step 1. Initiating the Mortgage Contact: An existing client calls, emails or goes to our website and completes the Refer a Friend form with the client referral details. Sometimes too, a potential client will call and reference they were referred by an existing client. We always ask who the friend/existing client is so we can send them a special something to say thank you.

Step 2. Contact the Client: Every referred client is contacted immediately. Dreyer Group asks a series of specific questions to uncover the clients long and short tem goals with their mortgage as well as outlining the mortgage approval process. We evaluate their priorities - best mortgage rate, lowest mortgage payments, maximum mortgage size etc. take an application on the phone, by email or fax and submit the deal.

Step 3 - Contact the Referral Source: Dreyer Group sends a special thank you to the client that sent us the mortgage referral.

Step 4 - During the Mortgage Financing Process: During this phase we are in constant contact with the client to endure we have all the documentation required by the lenders. Through this stage we act as the clients’ liaison between the lenders, lawyers and appraisers.

Step 5 - Get Approval: Our priority is to get our client the best mortgage product at the lowest mortgage rate and get their mortgage approved quickly. We work with dedicated underwriters at many top lenders you know to ensure we have the fastest approval times.

Step 6 - Prior to Funding: Just prior to funding is a critical time requiring detailed follow through and communication. Dreyer Group pays a vital role in ongoing communications to ensure there are no delays during the final completion of the mortgage financing.

Step 7 - Life Beyond During: Once the mortgage funds, we keep in contact with the client for the life of their mortgage and beyond. We continue to monitor the clients interest rates and mortgage product to keep them informed of vital economy changes that may effect their mortgage or opportunities for them to benefit from falling interest rates. We record all our information in our Customer Management System so at any given time we are up to date with our client’s information, goals and preferences.

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