Customized Marketing Tools

Customized Publications

I regularly publish brief summaries of the key factors impacting the lending industry. Take advantage of my research and industry expertise and add to your offerings.

Co-Branded Mailing

The availability of financing is key to the success of most transactions. Does your next client mailing need to include some financial information?

Client Events

If you host client events and would like presentations on investment properties, rent versus own analysis for first time buyers or timely economic topics, I am available for presentations or informal discussions.

Business Meetings and Workshops

I work with a number of Real Estate offices around the Portland Metro area to provide quarterly updates on the changes to lending industry, economic forecast projections near-term and long-term, and creative techniques to sell more houses with financing options. (i.e. Seller Rate Buy Downs). These topics receive rave reviews and can be excellent additions to your negotiating process and closing tools.

Professional Referrals

Is your client is in need of advice on investment planning or a good CPA? I have numerous contacts within the local financial community who I feel very confident referring clients to. This can be especially helpful for relocation clients.

Financing sells! I can help you and your team understand how to put the pieces together to make you more successful.

Please Note: We welcome co-branding and offer you our publications to utilize in your marketing efforts. We request you maintain a by-line for Steve on any printed reproductions.

Don’t settle. Expect financial knowledge, access to a breadth of loan products, and a passion for putting all the pieces together.