Accountants are using advanced technology to help clients get competitive, no-hassle mortgages.

The mortgage industry has changed dramatically over the last five years. Automation and advanced underwriting have made the process more cumbersome for the consumer. CPA firms and tax accountants have been assisting clients with mortgage loans for some time by preparing tax returns and consulting on deductibility of points and after-tax savings.

It is this close relationship that puts the tax accountant in a unique position to guide clients through the loan process. Me and My Mortgage and New Leaf Lending are pioneering a program with SAAS website provider ClientWhys that will allow accountants clients to view rates and manage the entire loan-approval process through the accountant's website.

The accountant receives compensation for leads generated through their marketing activities. Their clients receive preferred rates and exceptional customer service. By empowering the consumer to have more control over the underwriting process, the loan process is shortened and becomes more transparent.

The accountant receives compensation for leads generated through their marketing activities. Their clients receive preferred rates and exceptional customer service. By empowering the consumer to have more control over the underwriting process, the loan process is shortened and becomes more transparent.

Click here to test our rate quote pricing engine. We will include a custom link and branding for your firm.

Accountants who are interested in joining ClientWhys' affiliate marketing program can sign up online or call 1-800-442-2477 x222 for more information. The program provides online tools for marketing mortgage services to clients that make it easy to get started.  

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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