CFP Toolkit

The CFP Toolkit is intended for licensed certified financial planners in the state(s) where Revere Home Loans is licensed to do business. Membership is free. If you are a certified financial advisor or financial planner, we look forward to helping you growing you business!

With either five (5) or more industry financial advisors present or with you and interested clients, we will facilitate a live 30-minute training c...
Beginner
3 Lectures
Revere Home Makeover is our give-back program and identifies deserving individuals and families within our community with extreme hardships who nee...
Beginner
3 Lectures
Network with like-minded individuals when you attend our social and educational events. Your membership in our partner network ensures you receive ...
Beginner
3 Lectures
Builder Toolkit
Free
Each of our mutual clients receives a surprise gift basket after closing from Revere Home Loans, complete with an engraved cutting board, an assort...
Beginner
2 Lectures
Sit back and relax as your Loan Officer reviews the numbers in detail with your clients BEFORE the scheduled closing and praises your expertise as ...
Beginner
2 Lectures
Learn financing trends, mindset tips, and other sales strategies from industry experts each month with our Partner Growth Tips video newsletter.
Beginner
3 Lectures
Builder Toolkit
Free
Receive a short but understandable mortgage rate market update via email every Friday to help you speak more intelligently about the mortgage marke...
Beginner
3 Lectures
Grow new channels of business and referral sources by learning about non-traditional lending products available in today's market. In this 30-minut...
Beginner
3 Lectures
This 1-hour live training class is a fantastic way to drum up business with your existing client base! Invite 5 or more clients who are interested ...
Beginner
3 Lectures