Our Mission Statement
Pike Creek Mortgage Services
provides
financial solutions for professionals, their clients, individuals and families to assist
them in
accomplishing their goals. Many of
our clients are referrals from legal, taxation, family planning,
insurance and investment professionals assisting in achieving their
client's goals. In the process, we have been fortunate to serve the
professional community for their personal needs as
well.
Our true, long term relationship with the client begins with the
closing. When we handle
every transaction in a manner that creates the highest degree of client
satisfaction possible, we have earned their business, as well as all of
their referrals. We do this in three macro steps.
1.We
analyze the client’s current financial situation (where they are
now), and, through the interview process, establish their priorities,
regarding their financial wishes (where they want to be).
We then match their current financial situation and future
financial wishes with a mortgage solution that is tailor made to their
goals (it gets them on the road to where they want to be)
that best aligns with the client’s life style.
2.
Once the client and Pike Creek Mortgage have agreed on the loan program, to expeditiously
close the transaction with the least amount of inconvenience.
3.
Once
the loan closes, our job truly begins. Through
consistent application of my database and client retention contact
program, We stay in touch with our clients on a
regular basis, advising them on how to best help themselves overcome their
challenges, adding true value to the relationship. In the long term, we provide
the client with a “one stop shop” for all
current market trends and professional services referrals.
Thus
our mission is to create “raving fans” about our company by
providing customer service that is “Legendary” not just
“satisfactory.”
In conclusion, we earn the right to
be a trusted financial advisor by providing them with so much value that
they consider us to be an integral part of their lives.
At this point, they have become clients not just for one
transaction, but for life.
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