Mortgage Consulting for Consumers: Partnering with Professionals to Serve Your Clients
Trusted Mortgage Consulting for Real Estate Agents, Attorneys, and Financial Planners
We partner with real estate agents, attorneys, and financial planners to provide tailored mortgage solutions, ensuring smooth transactions and informed financial decisions for their clients.
At Knox Mortgage Team, we provide expert mortgage consulting services designed to support professionals who guide clients through major financial and real estate decisions. Whether you’re a real estate agent, family lawyer, real estate attorney, or financial planner, we offer tailored mortgage solutions that align with your client’s needs and financial goals.
How We Support Your Clients
Real Estate Agents: Faster Closings, Stronger Offers
Helping buyers secure financing quickly is crucial in today’s competitive market. Our mortgage consulting services streamline the process, ensuring pre-approved buyers are ready to make strong offers.
- Fast Pre-Approvals – Give your clients the advantage with a solid pre-approval.
- Diverse Loan Options – From conventional to jumbo, VA, FHA, and USDA loans.
- Seamless Coordination – We work alongside you to ensure smooth transactions.
- Market-Competitive Rates – Helping buyers get the best financing terms.
Let’s work together to get your clients into their dream homes
Book with SteveFamily Lawyers: Mortgage Solutions for Life Transitions
Divorce and separation often require refinancing, loan restructuring, or purchasing a new home. We provide clear mortgage options for your clients navigating major life changes.
- Divorce Refinancing – Help clients remove an ex-spouse from a mortgage or access home equity.
- New Home Financing – Secure competitive rates for a fresh start.
- Cash-Out Options – Assist clients in obtaining funds for legal settlements or financial stability.
- Expert Guidance – Reduce stress with clear, professional mortgage advice.
Need a mortgage expert to support your clients through financial transitions?
Let’s connectReal Estate Attorneys: Mortgage Expertise for Legal Transactions
Legal real estate transactions require mortgage expertise to ensure a smooth process. We work closely with attorneys handling estate settlements, property transfers, and real estate disputes.
- Estate Settlements & Inherited Properties – Guidance on financing or selling inherited homes.
- Title Transfers & Mortgage Assumptions – Assistance with legal mortgage complexities.
- Short Sales & Foreclosures – Solutions for clients facing financial hardship.
- Seamless Communication – We coordinate with attorneys to avoid delays.
Let’s collaborate to provide seamless real estate financing solutions
Book with SteveFinancial Planners: Mortgage Strategies for Long-Term Wealth
A mortgage is one of the most significant financial commitments your clients will make. We help financial advisors develop mortgage strategies that align with their clients’ broader financial goals.
- Home Equity Utilization – Leverage home equity for investments or debt consolidation.
- Refinancing for Financial Growth – Lower rates, reduced payments, or restructuring debt.
- Reverse Mortgages – Income solutions for retirement planning.
- Jumbo & Investor Loans – Tailored solutions for high-net-worth clients.
Looking for a trusted mortgage partner to support your clients’ financial success?
Let’s talkWhy Partner with Knox Mortgage Team?
- Experienced & Licensed Mortgage Experts – Providing clear, professional guidance.
- Flexible & Client-Centered Approach – Evening and weekend availability.
- Competitive Loan Options – Access to the best rates and tailored financing solutions.
- Proactive Communication – Keeping all parties informed throughout the process.
Let’s Build Stronger Client Relationships Together
We understand the critical role you play in your client’s financial and real estate decisions. Partnering with Knox Mortgage Team ensures they receive expert mortgage guidance tailored to their unique situations.
Contact us today to discuss how we can collaborate to serve your clients
Canopy Mortgage, LLC | 360 Technology Court, Suite 200 Lindon, UT 84042 | 877-426-5500 | NMLS Consumer Access #:1359687. All loans subject to credit and property approval.