Working with you has been a privilege. 🙏

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A large part of our business grows because past clients trust us enough to introduce us to friends and family. That trust means everything to us — and we don’t take it lightly. 🤍

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We’re very intentional about who we work with, how we give advice, and the standards we hold ourselves to. When you make an introduction, you’re putting your name behind us — and we treat that responsibility seriously. 🤝

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Starting in 2026, when an introduction you make results in a completed mortgage, here’s how we say thank you:

• $250 cash 💵, or

• $250 donated to a charity of your choice ❤️ — and we’ll match it with another $250

• For those who send 5 or more successful referrals, an invite-only dinner 🍽️ we host once a year with a small group of clients.

 

There’s no expectation to ever refer anyone. We’re grateful we had the opportunity to work with you regardless. 🙏

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This is simply our way of acknowledging the trust you place in us when you do. 🤍