Huis & Hypotheek formula
Huis & Hypotheek – complete advice given locally
There is enough space to run your own business independently and create your own opportunities in the Huis & Hypotheek formula. Help from the Central Organisation means that you have all the relevant knowledge you need to hand, and you get optimum support for customer management, marketing, commercial activities, ICT, and compliance.
We offer you everything you need to run your business efficiently and to create stable, sustainable relationships with your clients.
Together we work on your future-proof business.
The advantages of Huis & Hypotheek
- Access to more than 40 financers
- CRM system with integrated workflows
- Excellent lead generating website
- Mortgage request coach
- Support with operations and compliance
- A great deal of entrepreneurial freedom
- Successfully run your business with the help of your formula manager
Personal support every day
- Mortgage request coach: practical support for complex requests and guidance when your offer goes to the financer
- Formula Manager: gives support with reaching business goals
- Compliance Officer: guidance on compliance (to meet all legislation)
Software, tools, and promotion materials
- Extranet with information about conditions, interest rates, and processing times
- Simple ordering of flyers, flags, posters, client gifts, promotion, corporate identity materials and advice materials in the Promotiewinkel
- Sign up for trainings and meetings in a few mouse clicks
- User-friendly CRM for managing clients details, client history and product portfolio
- Integrated with advice software. Automatic signalling of any changes and possible savings for your clients
Who are you?
Your clients see you as a financial advisor and trusted party they can rely on. They like being able to ask you complex questions about their home, mortgage, insurance, and pension. You like being able to help them quickly, so that they do not have to worry about complex financial issues. That leaves your clients feeling calm and you feeling good.
Want to discuss which formula would fit your business? We would be happy to explain the advantages of the Huis & Hypotheek formula to you.