We Work With
Financial Planners

Partner With Scissortail Financial 

As mortgage brokers, our role closely resembles what you might expect from banks but with a distinctive twist. While it’s common for financial planning firms to shy away from offering mortgage services, we’ve noticed a recurring need among our clients for such services. Recognizing this, we’ve positioned ourselves as essential allies for both our clients and financial planning firms.

Here’s our approach: when financial planners encounter a client in need of a mortgage, they don’t send them off into the complex market alone. Instead, they refer them to us. This strategy is beneficial for several reasons. Firstly, it saves clients from the daunting task of finding a reliable lender among the myriad of banks and financial institutions. Secondly, it allows financial planning firms to offer a more comprehensive suite of services, without stepping beyond their realm of expertise.

Our role extends beyond mere facilitation; we aim to add value for all parties involved. For our clients, this means providing clear, straightforward guidance through the maze of mortgage options, ensuring they find a solution that aligns perfectly with their overall financial strategy. For the financial planning firms, it enhances their service offerings, enabling them to meet their clients’ mortgage needs directly, rather than losing them to a bank that might also tempt them with financial planning and investment management services.

By acting as this bridge, we do more than just help clients secure mortgages; we strengthen the bond between them and their financial planners. It’s a triple win: clients receive the mortgage assistance they need with minimal stress, financial planners retain their clients and enhance their service capabilities, and we fulfill a crucial role in the financial ecosystem, ensuring comprehensive support for our clients’ mortgage and broader financial needs.