Never Miss A Refinance Opportunity Again With Our Partnership
Watch this short video to learn more.
Guaranteed refinance deals for every purchase you close in our program
Lenders, bankers and loan officers,
Do you want to guarantee the opportunity to add an additional funded loan for every deal you close with us?
Well, we have built a system to allow that to happen and it doesn’t require any cold calling or additional marketing expenses. In fact, this requires no additional time or money from you at all!
The best part is that these are warm highly qualified leads.
Let me explain…
My name is Ken Caiani I am the Co-Owner of CoWest Insurance Group of Aurora. I was a mortgage lender for a long time, 20 years actually. So I understand how hard it is to provide value to referral partners and to help them grow their business at the same time.
One of the things that I wish I had when I ran my team, was to get notified when one of my clients was trying to refinance. We set up very sophisticated systems to stay in touch with our clients only to find out later that they refinanced or took out a 2nd to purchase another property.
Well, once I joined my father’s agency I noticed that when his clients were trying to refinance they would get a request for an Evidence of Insurance. This is when I knew I could build something of value for my Lender partners. As I was building out our CRM I knew I could make an “Add-On” that would be able to notify my Lending Partners that their clients, that they referred to us, were considering a refinance or purchase.
When I was running my team I referred a lot of business to my father but other then doing a good job and being an honest and good guy, he couldn’t provide me with any way to help me grow my business. I know that I can now offer a way to assist my Lending Partners with a way to grow their business. Not only providing a system to make you look good with your clients, giving them the service and products they deserve but now we have a system that allows you to increase your deal flow and referrals, which helps you grow your business.
Like you, I own and operate a small business. Like you, I want to partner my team and my agency with Lenders who classify themselves as the best.
I believe we are different than any other agency you have ever known or worked with. With my background a understand the importance of timelines and communication. This is the one part of your processing functions that you will never have to worry about.
At the end of the day, you have a partner that has walked in your shoes and are here to help you stay in front of your hard-earned clients and to provide a predictable way to increase your applications and funded loans.
You Might Be Thinking.....
It’s possible that our Lender Program has piqued your interest, but you’re still a bit skeptical. Here are our answers to the most common statements about our program:
We figured you would. That’s good thing. But let me ask you real quick, how many loans have they referred back to you in the last month, or year?
How would you feel about working with an insurance agent that knows your business and actively tracks your clients to increase repeat business and seeks to refer business back to you with a proven system?
That is understandable. Let me ask you, if you knew that a referral relationship could help you consistently get more refinance business than you currently do now, would you consider it?
Our Lender Partner Program was specifically designed to build fences around the clients of our Lending partners.
Guaranteeing more refinance and purchase opportunities.
We know some Lenders don’t want to get involved in home insurance. But let me ask you, if you knew that creating a strong home insurance referral relationship could consistently get you more refinance business that you currently do now, would you consider it?
We make the home insurance referral process simple, quick and easy.
Understandable. How often do those agents ever refer your business? Are they protecting you from your clients refinancing with Rocket Mortgage or another competitor?
This is exactly what our Lender Partner Program is built to do, keep your clients from refinancing with the competition.
What Our Lender Partner Program Means For You
New customer acquisitions are essential, but how does customer retention impact your bottom line? Here are a few things I knew running my mortgage business.
- Acquiring a new customer is more expensive than retaining an existing customer.
- Growing customer retention rates will increase referrals and profits.
- When it comes to revenue, customer retention is hugely important to consistent growth and financial planning.
If you believe that prolonging the lifetime of a customer makes them more valuable, then you’ll be happy to know that our Lender Partner Program makes your client relationships “stickier” over time.
Top 5 Reasons To Add CoWest
As A Referral Partner
We offer many other reasons for you to add us as a referral partner, but here are our top 5 reasons:
We put more deals in front of you WITHOUT you having spend time or money marketing. This is an untapped revenue stream no other insurance agency partner would offer you.
Our broad underwriting appetite, competitive pricing, and premium insurance carrier portfolio help to avoid large down payments and tough to place risks.
Stop chasing your clients for refinancing deals only to miss opportunities left to competitors. We’ll take care of that. And with online tools for rating and communicating with underwriting, we’ll provide your quotes FAST.
If you bring your business to CoWest, you retain control of the relationship. Period. We notify you when one of your clients tries to refinance with someone else, or is tapping into their home equity.
Because of our preferred status with insurance carrier partnerships, we operate using processes and procedures that produce a superior level of coverage and pricing for your clients.
We offer video proposals, annual views, yearly re-shop of insurance packages and coverages. We provide these tools and services to keep our retention rate at over 98%. That means you increase the opportunity to earn more money!
Are You Ready To Get Started?
We make it super easy to start!
There is no contract. We just make a commitment to each other. That’s it.
Our supportive and dedicated account management team is here to support your customers on their home buying journey.
Stop leaving money on the table and missing out on a competitive advantage.
We’re looking forward to working with you!
Ken Caiani, Co-Owner of CoWest Insurance Group of Aurora.