Copestone Value-Add Presentation

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Presentations covers the value-add of the Copestone Brand.

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  • Welcome to our Copestone Financial Solutions Business Breakfast.
  • Copestone Value-Add Presentation

    1. 2. Copestone Financial Solutions is a unique Mortgage Brokerage which offers home buyers & Estate Agencies a full bouquet of product offering in the residential home loans arena. Our ethos is to assist all players in the value chain, which consists of:
    2. 3. <ul><ul><li>Copestone is accredited by no less than seven Financial Institutions. </li></ul></ul><ul><ul><li>Executive Homeloans Consultants. </li></ul></ul><ul><ul><li>All costs & supporting documents, such as ( bond & transfer fees ), home owner’s comprehensive insurance , bank valuations & monthly admin fees are explained. </li></ul></ul><ul><ul><li>Process is followed through by the consultant to registration </li></ul></ul><ul><ul><li>NCA rulings warrant the full bouquet . </li></ul></ul><ul><ul><li>Professional consultants = successful loan applications. </li></ul></ul>
    3. 4. <ul><ul><li>Competitive introductory commissions to agencies across the board. </li></ul></ul><ul><ul><li>Commissions are payable on SANLAM Homeloans, SA HomeLoans and Integer. (Less leakage) </li></ul></ul><ul><ul><li>A protection for the real estate agents against “disintermediation”. </li></ul></ul><ul><ul><li>The real estate partner still obtains reasonable introductory commission even if bond registration fees being paid for. </li></ul></ul><ul><ul><li>Copestone has SARS permission to SELF INVOICE. A once-off registration is required by our Admin Department. </li></ul></ul>
    4. 5. <ul><li>Empowered to negotiate direct with the home buyer and the real estate partner. </li></ul><ul><li>The model affords the consultants to “slice & dice” - they are paid on registration. </li></ul><ul><li>The administration of the home loan and the payments of commission are managed by the Copestone Head Office. </li></ul><ul><li>Product versus Rate Selling. </li></ul>
    5. 6. <ul><li>Pressure to constantly cut fees. </li></ul><ul><li>The Copestone Model allows for a variation of commission. Real estate agent, loans consultant and Attorneys to “share” discounts , thus less erosion of fees. </li></ul><ul><li>A win-win situation is arrived at through a simple negotiation process. </li></ul>
    6. 7. <ul><li>The Copestone Model embraces you. </li></ul><ul><li>Our business partners are our foundation & our relationships are fundamental to our ongoing success. </li></ul><ul><li>Join this new “fresh approach” to bond origination. </li></ul>

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