Ted McGee

Ted McGee

Mortgage

Member

GateOpener Workshop 07/15/2024
How to Build a Referral Marketing Plan 06/20/2022
InfoMinute Seminar 04/18/2022
Orientation Essentials 04/18/2022

Development

Ben Levy is the personal injury attorney on my team and as a mortgage broker we seemingly have very few synergies. 

However: 

1. Calculating settlement needs: Understanding the impact of long-term disability on earning ability and the implications for mortgage payments is crucial. Working closely with Ben, I could develop a comprehensive approach to assessing settlement needs that considers mortgage obligations and potential changes in earning capacity due to injury. This collaboration could result in more accurate and tailored settlement recommendations for clients.

2. Post-settlement assistance: After a client receives a settlement, they may have various financial goals, such as purchasing a home or paying off existing debt. As a mortgage broker, I can provide valuable guidance on navigating the mortgage process post-settlement. This can ensure that clients receive holistic support in achieving their financial objectives while considering any unique qualifying needs or financial constraints resulting from the injury.

3. Navigating credit issues: Significant medical bills and other expenses associated with injury can impact a client's credit profile. By proactively addressing these issues and developing strategies to protect or improve their credit, I can help Ben's clients mitigate potential challenges going forward.

Referral Trigger Response

Residential Funding Consultants

Residential Funding Consultants

111 Village Pkwy NE
Building 2, Suite 100
Marietta, Georgia 30067

Website

Company

Endorsement Letters I've Received

INTROMinutes I've Given

Brookhaven Team

Introduced by:

Mark Galvin

Mark Galvin

Charlotte Merritt

Charlotte Merritt

Joined on 04/04/2022

Leadership

TeamCoOrdinator 06/05/2023
ParticipationCoOrdinator 03/01/2023
MembershipCoOrdinator 04/04/2024
100% Club 09/19/2023

Team

Members I've Invited

Ron Goodnow

Ron Goodnow

Sponsorship

Financial Services | Finance

Mortgage

Broker Advantage

Filing Cabinet