Financial Consultant's Name*

First and last name

Financial Consultant's Cell Phone Number*

Please enter your cell phone number so we can easily communicate with you by call or text.

Financial Consultant's Email Address*

Please enter your best email address so we can communicate with you.

In what areas of finance are you a consultant? (check all that apply)*

Insurance - Property and Casualty
Insurance - Life or Medical
Investment Products
Accountant and/or Tax Preparation
Other

If "other" above, in what area do you work?

Customer's Name*

Enter the first and last name(s) of your customer. This could be your primary contact person for a couple, or all names.

First Last

Customer's Primary Cell Phone Number*

Please enter the main cell phone number you use to communicate with your customer. Any additional numbers can be entered in the comment below.

Customer's Primary Email Address*

Enter the main email address you use to communicate with your customer. Any additional email addresses can be entered in the comment below.

Is This for a Purchase or Refinance?*

Purchase
Refinance

Customer Preparation Confirmation*

Check these boxes to confirm that you have informed your customer of how Winner's Mortgage is the best choice for your customer to WIN with their mortgage, plus what will be expected of the customer so that can happen. This is essential and if it is not done, then your customer might as well work with just any typical run-of-the-mill loan officer, and your customer is likely to lose with their mortgage like most people lose.

You have briefed your customer on why Winner's Mortgage is different than a typical run-of-the-mill mortgage company.
Your customer understands that they must review the web site pages linked on the "Get Started" page before submitting their application. This is essential so your customer can WIN with their mortgage, not lose like most people lose.
You have given your customer the link to Winner's Mortgage "Get Started" page to review the educational links and enter their mortgage loan application: https://www.winnersmortgage.com/get-started/

Additional Information

Please enter any additional information that will help us serve your customer better.

Financial Consultants – Customer Referral Form

Thank you!

We appreciate your referral and your trust! We promise to take great care of your customer and give them so much more from a Real Mortgage Consultant than they will ever receive from just any typical run-of-the-mill loan officer.

Please enter yours and your customer’s information below. We will immediately begin our follow up process which includes texts, emails and calls encouraging them to begin with our “Get Started” Client Questionnaire. This will help us to serve your customers so well!

Financial Consultant Customer Referral