FOR MORTGAGE PROFESSIONALS
THE CLIENT VALUE PROGRAM
Unlock hidden value inside every 1003 form
A new revenue stream — without changing your workflow.
New Genesis Financial is a proud partner of Global Financial Impact
The untapped opportunity inside the 1003 form
Every day, your clients list assets on the 1003 form that are not tied to the mortgage transaction:
- 401(k)s
- IRAs
- Brokerage accounts
- Old employer plans
- Cash reserves
- Annuities or insurance cash value
These assets represent significant financial needs, but most lenders have no solution for them — creating a natural referral gap. The Client Value Program fills that gap by helping you deliver more value to your borrowers without changing your workflow.
What we help you do
We help mortgage professionals unlock the value hidden inside those assets by connecting clients to:
- Tax efficient optimization strategies
- Capital gains solutions for sellers
- Retirement rollover guidance
- Market volatility protection strategies
- Professional tax experts who handle the details
You don't have to explain the strategies — our licensed professionals and tax experts do the work.
Add a new line of business
Without disrupting your sales flow. You keep your current workflow exactly the same — NGF simply adds a parallel revenue stream.
Potential revenue share of 7–8% on qualifying business, subject to verification and compliance approval. Compensation, if any, depends on proper licensing, carrier and firm approval, the products placed, and applicable state and federal rules. Results vary and are not guaranteed.
Three ways you can participate
Ambassador
Get licensed, refer clients, and earn a potential revenue share. Zero involvement required.
Financial Professional
Get licensed and take a more active role in the program.
Agency Owner
Build a team inside the mortgage space.
Why mortgage professionals love the Client Value Program
- Helps clients optimize assets they already disclose
- Creates stronger relationships with borrowers
- Adds value to realtors through capital gains solutions
- Creates a potential new revenue stream without changing workflow
- Positions you as a full spectrum financial resource
The referral gap
Our trusted partners
As part of our commitment to client protection and long-term financial stability, New Genesis Financial works only with providers rated A or higher by major industry standards.
Our approach is built on The 5F's: Faith, Family, Finance, Fitness, Fun. See what each one means.
Your next step
A quick introductory conversation to review your client flow, identify referral opportunities, and walk you through how the Client Value Program works.
Protecting Your Tomorrow...Today!
Curtis Andrews
Director of Expansion, New Genesis Financial | NPN: 6614677
Ph: (580) 400 2961
Em: curtisandrews@newgenesisfinancialnow.com
Schedule an Introduction