EMPOWERING FAMILIES TO BUILD SAFER, STRONGER FINANCIAL FUTURES THROUGH REAL ESTATE
FOR MANY AMERICANS, THEIR HOMES ARE THE LARGEST ASSETS THEY’LL EVER OWN
In fact, at the average retirement age, * more than 80% of wealth comes from real estate.
And yet, many homeowners aren’t optimizing the wealth-building opportunity of this major asset. * Source: Housingwire, 2019. Homebot offers a client engagement tool for loan officers and real estate agents
YOU PROBABLY WANT TO KNOW... When is the right – or wrong – time to pay off my mortgage?
How can I maximize the role of my house in creating new wealth?
How can I actively manage my house wealth in just 30 minutes a year?
WITH THE BORROW SMART PROGRAM... Your Certified Liability Advisor (CLA) will help you learn how to build wealth and borrow money wisely while:
• Keeping your money safe • Managing your liquidity • Getting the best return on your assets
WHAT HAPPENS NEXT
Scan here to fill out our questionnaire
Schedule your 15-minute review with your CLA
Receive a customized report and gain access to your Home Wealth Dashboard
INTRODUCING
HOMEBOT
Introducing Your Home Wealth Dashboard from Homebot
FEATURES
A personalized portal to the “big picture” of your home finance. • Receive monthly emails with updates about your home’s financial value • Access to accurate, helpful and current information about your home loan within your market area • Access to knowledge to let you know if and when it’s a good time to refinance or sell your home
LEARN MORE about the wealth-building opportunity your home can provide.
Schedule your FREE Borrow Smart review today, and start feeling more confident about your financial future!
DAN SUMMERFELDT Senior Loan Officer, CLA NMLS# 69138
Dan.Summerfeldt@spmc.com www.spmc.com/dan.summerfeldt Cell: 503-804-9276
4640 SW Macadam Avenue Ste. 90, Portland, OR. 97239 ©2021 Sierra Pacific Mortgage Company, Inc., NMLS # 1788 Licensed in Oregon under License ML-460; Washington Consumer Loan Company License CL-1788. 1180 Iron Point Road, Suite 200, Folsom, CA 95630 (Tel. 800-447-3386). Equal Housing Lender (www.nmlsconsumeraccess.org).