Call Today! 1 (813) 723-9490
Call Today! 1 (813) 723-9490
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Understanding the holistic financial and security requirements of the client
Engaging in a dialogue to understand client goals and priorities
Providing tools to comprehensively capture client's preferences
Ensuring continuous communication to refine and specify client needs
Comprehensive study tailored to client needs across real estate, loans, and insurance
Presenting the latest trends, rates, and options available
Generate personalized data set specific to client's interests and needs
Comparing and contrasting available options for the best fit
Crafting a roadmap that aligns real estate, loan, and insurance decisions for client's benefit
Establishing short-term and long-term objectives with the client
Outlining steps and timelines for each phase
Evaluating potential challenges and creating mitigation strategies
Acting in the client's best interest to secure optimal deals across all domains
Using market data to strengthen negotiation stance
Being the voice and advocate for the client during discussions
Crafting offers and agreements that are advantageous for the client
Guiding the client seamlessly through the complexities of each transaction
Setting clear markers for progress and review
Helping clients understand and complete necessary paperwork
Liaising with other professionals involved in the process
Finalizing agreements while ensuring client satisfaction and adherence to all stipulations
Going through terms and conditions before final commitment
Overseeing the finalization and exchange of services and funds
Ensuring all terms are met and clients are settled
Offering long-term insights, updates, and advice for sustained client relationship
Checking in with clients to review and potentially adjust plans
Regularly sharing new trends, policies, and opportunities
Being available for client queries, concerns, or emergencies
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This offer is made by PHILANYA, INC. NMLS #2130262. PHILANYA, INC. is not an agency of the Federal Government. Offer is not a credit decision or a commitment to lend. Programs, fees, and interest rates are subject to change without notice. 2475206.
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policy for the achievement of equal housing opportunity throughout the Nation. We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing because of race, color, religion, sex, handicap, familial status, or national origin.
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