Calling all Mortgage Agents, Trustees, Bankers, Accountants and Lawyers!
Have you ever had questions from your clients that may not be within your area of expertise or the scope of services you normally provided or compensated for?
We offer:
A carefully selected reputable professional network of business professionals and resources at your fingertips.
Returning your calls or answering emails within 2 hours during business hours.
To act with confidentiality, integrity, and determination to help you and your clients achieve financial goals.
To act on your clients behalf working with “like-minded” businesses that support the Shepherd Logic way of thinking.
To provide the answers you need promptly and offering a value-added service to your establishment catering to all your client’s needs.
All our services listed under consumer clients are also accessible when required.
Benefits for providing this value-added service to your clients
20 years of experience and relationship building
Your success is on the back of 100’s of clients we have worked with since opening Shepherd Logic.
We actively work with credit bureaus, creditors, trustees, lawyers, mortgage agents, accountants, and government agencies.
Creating tailored solutions for your clients
To meet their overall short and long-term financial goals where your services may also play a key role.
To help guide you and your clients to making the right, competent decisions quickly on life altering financial matters.
Helping businesses retain existing clients and attract new ones
Through positive referrals and feedback in providing a one stop shop service that meet all their individual needs.
Perhaps you had to decline a client for a loan or mortgage, or you want to find them a solution, so you don’t have to turn them away.
Separation Agreements
You may not need a lawyer right away but perhaps require advice on legal requirements to separate and next steps to move forward.
We can help save you time and money on complicated legal jargon and fees and cut down the legal process time line by having all the right information and strategies upfront ready for lawyers to review and execute.
A written letter of opinion or appraisal
We not only provide a written letter of opinion or appraisal from a licence real estate agent or appraisal company we are advising along the way.
With values being unique to every market and condition we make sure it’s a well thought out decision.
You won’t be left guessing if your client has been represented fairly.”
Minimizing any repercussions
When you allow Shepherd Logic into your office you bring maximum resources to the table for your clients.
This is done through third party verification and documentation recovery. Your regulatory authority is top of mind. All parties are protected without compromising your clients ability to actively take control over any financial issue.