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Are you a Property Manager, Commercial Real Estate Broker, Banker, other Lender, Mortgage Broker, Residential Real Estate Broker, Accountant, Attorney, Financial Planner, Life Insurance Agent or Commercial Appraiser?

Would you like to earn $4,000.00 - $6,000.00 or more in referral fees? 
Referral fees are available for commercial loans closed with clients you refer.

 OUR PRIMARY GOAL IS TO DEVELOP LONG-TERM RELATIONSHIPS
 WITH A FEW, SELECT - STRATEGIC PARTNERS

Everyone whose business relies on referrals can benefit from developing relationships with strategic partners.  With sufficient knowledge about each other, a team environment can evolve into a level of service that not only benefits our respective strategic partners but our clients.

As a top commercial finance executive, I seek to establish relationships with top professionals in other fields who are known for their superb customer service and business ethics.

Should you wish to take your business to the next level, earn substantial referral fees and provide your clients with exceptional service, I would be interested in getting together with you for lunch or perhaps a cup of coffee, to get to know each other better and determine whether we have the potential to develop a working relationship. 

My goal is to learn more about you and likewise, let you know more about how I do business.  If we both feel that we can work together as partners, we will have enough information from our meeting to intelligently refer business to each other.  My clients perceive me as an expert in my field who does much more than just quote rates or provide loans.  There are many things I do to ensure my clients are meeting their long-term financial goals and I would appreciate the opportunity to discuss my methods with you for providing exemplary service both during the loan process and after closing.

Let's get together as soon as possible at a mutual convenient time! 
Just call or email to arrange a meeting.

 

Charles W. Cox
Cox & Associates
131 Sutphen St.
Santa Cruz, CA 95060
Tel: 831 466 3440
Cell: 619 517 4800
Fax: 831 466 3441
e-mail
 Click here for the financing information form
 

 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Questions we should ask about each other include:

  • What is your unique competitive advantage...what makes you stand out from your competition?

  • How long have you been in your current business?

  • What do you do to ensure your customers are happy with you and your team?

  • What is your standard procedure when taking on a new client?

  • What are your primary goals?

  • Are you implementing new marketing strategies?

  • If so, what results do you hope to achieve in the next 12 to 24 months?

  • Do you feel you are currently marketing to your database effectively?

  • What systems do you use to build referrals and generate leads:

  • What do you look for in a strategic partner?

  • What strategies are you implementing, or would you like to implement with strategic partners?

  • What is the most important thing you look for in a commercial mortgage professional?

  • What are your personal interests?

  • Do you feel you have adequate balance between your work and personal life or is work consuming all your time?