CPA Triple Play
Mortgages
CPA
Mortgages
CPA becoming a licensed Joint Venture Mortgage Loan Originator (MLO) offers a unique opportunity to diversify their income streams and provide valuable financial solutions to their clients.
With a mortgage license, CPAs can refer to both personal and commercial mortgage products, leveraging their trusted advisor status to connect clients with tailored financing options. This not only enhances their service offerings but also positions them as a one-stop financial resource for their clients.
Mortgage Types:
Personal Mortgage Types:
Conventional Loans: Ideal for clients seeking home purchases or refinancing with stable financial backgrounds.
FHA and VA Loans: Suitable for first-time homebuyers or veterans with minimal down payment options.
Jumbo Loans: For clients looking to finance high-value properties exceeding conventional loan limits.
Reverse Mortgages: An attractive option for senior clients to tap into home equity for retirement income.
Commercial Mortgage Types:
Commercial Real Estate Loans: Helping business clients acquire or refinance office buildings, retail spaces, or industrial properties.
Multifamily Loans: Financing for clients investing in apartment buildings or mixed-use properties.
SBA Loans: Assisting small business owners in obtaining favorable terms for property acquisition or expansion.
Referring mortgage business can be an excellent source of income for CPAs due to the lucrative commission structure and the ongoing need for mortgage services among their clientele.
By simply referring clients to a trusted mortgage professional and facilitating introductions, CPAs can earn a significant portion of the commission on each closed loan. This passive income stream requires minimal additional work, allowing CPAs to focus on their core services while maximizing their revenue potential. Additionally, it strengthens client relationships by providing comprehensive financial solutions, making the CPA an indispensable part of their clients’ financial journey.
CPA
How Does It Work?
Get licensed
STEP ONE
Get Licensed
To earn any kind of commission you need to be licensed. Fear not, this is not the CPA exam that you and I still remember. You will study from the comfort of your own home. You only need a 70 t0 75 passing grade, one time. You already know at least 50% of the material and 94% of people pass on the first try.
Get Connected
STEP TWO
Get Connected
Our referrals are gold and the closing rate of 95% proves that fact out. All of our providers are true professionals and experts in their respective fields.
Get Paid
STEP THREE
Get Paid
Each product pays differently. Most of the insurance products outside of life insurance pay ongoing commissions. Financial services pay ongoing commissions generally. Life insurance and mortgages are almost always one-time payments but tend to be large.