How To Refer Us A Client
Be Sure To Include The Following
- Clients Name
- Clients phone number (and email if applicable)
- Any details you can provide about the client / scenario
- Does your client prefer an English or Spanish speaking team member?
We are so excited to be working with you and for the opportunity to grow our business together. We have a few systems in place to keep the process smooth and organized. See below for a few highlights of working with us.
Three systems keep every referral organized, communicated, and moving — from the moment you send the client over to the day they close.
Be Sure To Include The Following
You have the option to receive a weekly report of all clients you send over sent directly to your email with the following information:
Yes! We are available 7 days a week for you. We have a team member on call every weekend to help you and your clients with pre-qualifications, pre-approvals, payment breakdowns, etc. Simply call, text, or email us.
From application through funding, your client is supported by a structured team with clear roles — including a Spanish-speaking team member for clients who prefer it.
Seven days a week. 7 AM to 9 PM. Spanish and English support. One team line. One trusted partner.
CrossCountry Mortgage, LLC NMLS 3029. 31351 Rancho Viejo Road Suite 204, San Juan Capistrano, CA 92675. Branch NMLS 1790854. Equal Housing Opportunity. All loans subject to underwriting approval. Certain restrictions apply. Call for details.
All borrowers must meet minimum credit score, loan-to-value, debt-to-income, and other requirements to qualify for any mortgage program. CrossCountry Mortgage, LLC NMLS 3029 (www.nmlsconsumeraccess.org). Licensed by the Department of Financial Protection and Innovation (DFPI) under the California Residential Mortgage Lending Act.
CrossCountry Mortgage, LLC NMLS 3029 · Branch NMLS 1790854 · JJ Mazzo Personal NMLS 186548 · 31351 Rancho Viejo Road, Suite 204, San Juan Capistrano, CA 92675. Equal Housing Opportunity. Licensed by DFPI under the California Residential Mortgage Lending Act.