Transfer/Switches

Renewals have become a larger part of the brokering business over the past year and will continue to be a big piece of business in the upcoming years.  Clients are looking for options to combat huge payment increases at renewal coming out of lower rate terms and are exploring their options more than ever before.  Join Jill as she delves into the opportunities sitting in your own database for upcoming renewal clients with a comparison of what can be done in a transfer vs a refinance and a deep delve into the Collateral transfer/switch program to optimize insurable and insured rates on existing mortgages at renewal. Grandfathered value and stress test rules along with other strategies to win the rate renewal game.