Mortgage brokers
Growing your practice through private client lending

Are you serving the right clients?
Focusing on mass affluent and high net worth homeowners and investors is a keyway brokers can increase the value of their market services and grow their firms. In fact, serving a small number of wealthier clients can be more efficient and profitable than addressing a broader market segment. While competition for clients and non-agency loan volume generally escalates the further upmarket brokers move, the PCMA PartnerUp™ market share program can enable certified mortgage advisors on the unique needs and expectations of these accomplished and experienced households—and create a client experience to meet those needs.