We are interested in expanding with experienced agents that have had direct involvement in private banking transactions. The successful and experienced agents here, where professionals before entering the field, coming from backgrounds like law and accounting, commercial lending, real estate and banking. They are educated and attempt to conduct all business professionally and ethically. They understand that while they can earn an unlimited income working in this industry; greed kills. Therefore, they understand they're likely not going to be able to retire on a single transaction. They don't try to do side-deals that their clients are unaware of. They don't try to charge prices for services or products far-and-away above their "dealer rates" and they don't try to joint-venture with clients when they're offering to bring zip-to the-table but a business referral. They understand that such behavior is unethical and looses them and the entities they represent credibility (thus income); that such behavior can only lead to their clients' and their own economic and emotional disappointment. We appreciate having new business referred to us by "good, experienced" agents. Given all of the above if you feel you fit the bill and would like to become an agent, please contact us with any scenarios and we can help get your borrowers applications submitted. We'll look very much forward to hearing from and working with you.
If you're the average broker we've run into over the years or just starting out, understand, we don't give classes, and you would be expected to let us do our jobs here while you watch the game from the sideline, extra involvement would waste your time or ours.
To submit a scenario: Send the CIS form for review, to PrivateEquity@HarbourEquityPartners.com or Fax 631.991.9142
We will approve and request the Point file or fannie mae file, Income, credit, asset reserve statements, appraisal & total fees to the broker. We will require a call with the borrower and ask that you set that up. We then issue disclosures, and package the loan for our underwriters. Note: From this point our staff has the dialog with the borrower to closing
Have Questions contact us @ PrivateEquity@HarbourEquityPartners.com