Our Mission Statement
Our strategic plan for our Clients & Providers demonstrates why we are unique to the mortgage industry
Capital Funding and Mortgage Group, Inc. provides
financial solutions for professionals, their
clients, individuals and families to assist 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:
- 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 & 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.
- Once the client and Capital Funding and
Mortgage Group, Inc. have agreed on the loan
program, to expeditiously close the transaction
with the least amount of inconvenience.
- Once the loan closes, our job truly begins.
Through consistent application of my database &
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 & 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.
|