Business Partners: Apex offers strategic, mutually beneficial business solutions

We join forces with Real Estate professionals, Financial Advisors, Certified Public Accountants (CPAs), and Divorce Professionals to boost business and add value to their established services. Three major benefits of a partnership with Apex include:

1. Referrals. When our borrowers are seeking a financial expert, housing guru, tax specialist, or legal advisor, we know where to send them.
2. Customer Service. Our commitment to stellar customer service is at the core of our culture. We remain in direct communication with our borrowers while keeping you informed thoughout the process.
3. Marketing. Apex offers powerful marketing tools at no cost to our partners, including targeted email campaigns, co-branded flyers, and mortgage management for your customers.

Our referral partners put their trust in us because they have firsthand experience of our staff’s credentials and industry knowledge. The vast majority of our Mortgage Bankers hold the prestigious Certified Mortgage Planning Specialist (CMPS) certification. These professionals stand heads above the rest: not only are they able to compare loan options more effectively than others, they are able to contextualize mortgage decisions within a larger financial landscape. The CMPS certification provides the following benefits to our partners:

• Validate the expertise and dedication of your lending partner, ensuring efficiency.
• Access easy to understand resources that explain complex financial planning issues. Then, share those resources with your customers to empower them.
• Obtain Continuing Education (CE) credits through us.

Real Estate Professionals

We house the home-financing expertise and efficiency that your clients demand, so we can remove stress while you find them the perfect home. We work our hardest to close on time, every time, and maintain a versatile library of loan options to fit many borrower’s needs. Our educational seminars, relationship-building events, and free marketing resources specifically for realtors are just icing on the cake.

Our commitment to strengthening relationships with real estate professionals in our area culminates in our Annual Spring Housing Briefing. During this exclusive event, Apex hosts the area’s top realtors to present an industry forecast from an expert in economics. The event helps agents prepare for what’s coming so that they can maximize their impact on the market. Interested? Check out the highlights of this year’s event below, or learn more about us. 

Financial Advisors & Certified Public Accountants

With the cost of new customer acquisition three to five times greater than the cost of maintaining current clientele connections, having solutions for every financial concern is paramount. Partnering with a mortgage lender like Apex allows you to capitalize on real estate opportunities -- before someone else does it in your place. Some of the advantages of a partnership with us include:

• Educational events with the opportunity to receive certification through Continuing Education credits
• Expert strategy perspectives to vanquish debt and better manage cash flow through mortgage and real estate financial investment techniques.
• Persistent reporting through our Mortgages Under Management program will keep your clients informed of financial opportunities.

Divorce & Legal Professionals

Partnering with Apex as a Divorce or Legal professional provides your clients with the tools and knowhow to ensure a smooth proceeding. Our Mortgage Bankers have a proven track record when it comes to divorce scenarios involving real estate. They can help educate your client about child support and alimony guidelines, provide a report of available home purchase options, or even assist with determining the next best step in housing.

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