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Lizbeth Hale for Capital Federal Credit Union Video Testimonials

October 23, 2024

Video Transcript


Speaker: Lizbeth Hale, Principal Broker, Tree City Real Estate

Meet Lizbeth Hale Real Estate Professional in Northern California

Lizbeth Hale: Ok, Elizabeth Hale Tree City real estate been selling homes for over 30 years in the Portland metro area of Oregon. Uh 5037571869.

Why did you become a Concierge Mortgage Banker with Capital Federal Credit Union?

Lizbeth Hale: I decided to become a concierge mortgage banker with Capital Credit Union because I wanted to make it a one stop shop for my clients. Give them the best customer service that they deserve. Um Sometimes it's kind of hard to refer them to companies and you don't even know how they treat them or if they actually can execute for me knowing that my clients are being taken care of by myself. And I know where it starts from the beginning and until the end and if there's any issues that come up, I know and I know how to take care of it. I've been doing this for 30 years and it's just the best way that I can serve my clients, my community and enjoy the process. Um It seems to be that everything basically aligns as you do real estate and you do lending and having this opportunity to work with um capital credit union is, it's just great and I think it's the next cutting edge for our business in real estate.

How important is it today for real estate to add more value to their clients as mortgage banker?

Lizbeth Hale: It is highly essential to have a one stop shop for your clients in helping them invest in the real estate portfolio for their retirement. Having that is having the concierge service for them, serving them just the way you know how to do it and not having to have your clients exposed to multiple personalities or having another such as the lender, the other lender. Um sometimes they don't return calls, sometimes they don't have the quality of service that you do or that we do for our clients. So it is very important to be able to have that serve them in the, selling them home and doing the financing refinancing and so on.

As a Concierge Mortgage Banker, can you offer refinances and consumer loans to your clients?

Lizbeth Hale: As a concierge mortgage banker, not only are you able to do the loans for your buyers, but you're also able to reach out to your past clients, your family members yourself and be able to do the refinance and take advantage of the capital, federal credit union consumer loans. It's essential.

Why should real estate agents become Concierge Mortgage Bankers?

Lizbeth Hale: Top three reasons why you should become a concierge mortgage banker. Uh One is to fight for your freedom. Have more time. You're going to be making more money, going to be double dipping. You're going to be making more time for yourself and your family and not have to be worrying about. When is the next deal coming up? Having all this opportunity to be able to have the financial freedom for you the time and put your client first. Most importantly. So if you're in the area, call me, let's start this, join our team. Now this is the time to do it. Get to the cutting edge of what is coming in real estate.



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