Information about Lenders

Worldwide Financial Resources

50 Route 9 North
Morganville, NJ 07751
Tel. 888-640-4937
Fax. 732-928-7400

General Information

Financial Resources was founded in 1988 as a financial planning company focused on estate planning and insurance. Our reputation and performance immediately outpaced expectations for a start-up because we developed relationships with the most respected attorneys and accountants in the real estate and estate-planning arena. In 1989 the company further rounded out its service offering with mortgage lending, and by 1993 we had firmly established the stable and successful business platform we operate today.

EXPERTISE AND RELATIONSHIPS
Financial Resources has succeeded on the strength of its expertise, its relationships, and its competitiveness. Our management team leverages these assets to attract corporate clients, and through our network of relationships we can offer reduced-­rate mortgages and fees to a variety of unions, corporations, and corporate employees. In addition, corporate officers can take advantage of a customized layer of services geared toward members and offered through on-site benefit programs. We support our loan officers with the tools and the latitude to develop these profitable relationships with companies, unions, and industry players such as financial planners, real estate agents, CPAs, and attorneys. This practice has paid dividends in the number and quality of referrals received.

Professionals in this industry are selective about referrals and seldom make them lightly, so we consider a referral to be the highest validation of our ability. A majority of our referrals, in fact, comes from financial professionals. Since mortgages ore often a critical component of long-term financial, retirement, and estate planning, we continually build strategic alliances with financial planners. Our sales staff receives an exceptional degree of education and training in financial planning concepts and market trends, which earns them the trust of those they do business with. Revenue generation for our loan officers exceeds the industry average in part because our officers gain additional opportunities to generate sales through these referrals.

Real estate professionals are another important source of referrals and are typically loyal to only of handful of mortgage solicitors. Financial  Resources aggressively seeks out sales representatives who have fostered such loyal relationships. We also believe in backing  our reps' efforts  to  the fullest and plan to host quarterly events for strategic partners. Our activities will range from attending educational seminars to sponsoring booths at the annual conventions of real estate agents and the Mortgage Bankers Association.  

Attorneys and accountants are also a rich source of referrals for Financial Resources. Rock solid relationships with these professionals are highly valued by our company and ,we have found, relatively easy to cement once we have demonstrated our drive and commitment to perform above expectations.

TECHNOLOGY
Financial Resources believes in the intelligent application of technology to streamline every aspect of the lending process and connect all the parties associated with a loan. The company has built A Web-enabled infrastructure employing the industry's most advanced technology to improve back-office efficiency and make  faster loan decisions.

Local Branch / Office Locations

FEES RELATED TO EACH LOAN

The following are fees related to a typical $175,000 purchase loan transaction in the New Jersey area, with this company. This does not include points, if any, nor does it include local taxes, prepaid interest payments or prepaid escrow payments for home insurance or real estate taxes. A more complete list, tailored to your specific loan transaction, entitled "Good Faith Estimate of Settlement Costs" should be provided to you when you actually apply for a loan. All fees are believed to be accurate, but cannot be guaranteed and are subject to change without notice.

 
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