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When you decide to get your own Money Merge Account and/or sign up a client, the process is simple and easy:
STEP #1: Call The Buydown Team at 877-572-0672. *We will run your personal numbers and find out exactly what the Money Merge Account Program can do for you first, so that you can see your projected savings before purchasing the Money Merge Account Program.
Have your current Mortgage Statement and last two paycheck stubs ready when you call. If you would like to get rid of all your debt (cars, student loans, boats, credit cards, etc), then have that detailed information available at the time you call as well. Or, if you prefer, you can take all that information and fill out our simple free online analysis form instead, and someone from the Broker Banker team will call you within 48 hours with the results.
We do not need social security numbers or account numbers, and we do NOT run a credit check to perform your analysis!
Seeing your own amazing results makes all the difference and will get you extremely excited about sharing this product with your clients.
STEP #2: Secure a Home Equity Line of Credit. You see the benefit, you’re excited and ready to move forward. Now you need a HELOC (Home Equity Line Of Credit), which can be obtained through almost any local or National Bank or Lending Institution. You may have a HELOC already. In that case, we need to see if it fits certain parameters. If you are a mortgage originator, we obviously don’t need to inform you about how to get a HELOC or suggest who should do the HELOC for your clients.
If you are not a mortgage originator, you can go shopping on your own, or we can help you find a HELOC through one of our many loan officers that are part of the Broker Banker Team. Call us for information. This is the longest part of the process, and varies, depending on the Bank/Lending Institution and your own personal qualifications.
STEP #3: Get a cashiers check, payable to “United First Financial” in the amount of $3,500. Take it out of the HELOC you just opened. This is the best money your family will ever invest. If you send a personal check, it will take a minimum of two weeks to clear.
STEP #4: Collect and complete the Money Merge Account Paperwork. There is a simple checklist our team will provide you with. It covers the documentation you need to collect, make copies of and send to us, so your custom software can be preloaded and configured in advance. This paperwork will be emailed to you by a Broker Banker Team Consultant. It’s a snap! Just follow the checklist. If you have any questions, your Consultant can walk you through it over the phone. Gathering all the necessary information should take you less than 30 minutes.
STEP #5: FedEx the complete package to your Buydown Team Consultant. Once we receive your paperwork, we will make sure all forms are in order, organized, accounted for and contact you if anything is missing. Once the paperwork has been checked, we will FedEx your complete package to the appropriate department.
You’re DONE!
Your paperwork will be processed, your custom Money Merge Account website will be built and preloaded with the information you’ve provided. You will be contacted by United First Financial to walk you through your account activation. It’s all point and click from there, and your family is now on the road to TRUE financial freedom and wealth!
It all starts with your call to The Buydown Team at 877-572-0672.
Can Anyone Use Money Merge Account? |
