Using National Family Mortgage to help us establish a mortgage with our daughter was one of the soundest business decisions we’ve made.
– B&L, Texas (LENDERS)
My parents get a great return on their investment and I get a great rate on my loan. National Family Mortgage gave me all the tools to make it happen.
– Tom, Massachusetts (Borrower)
We used National Family Mortgage to help our daughter and son-in-law with their first home. It was an excellent experience and efficiently completed.
– Ann, Florida (LENDER)
With National Family Mortgage’s assistance, we were able beat the banks . . . Truly a Win-Win for our family.
– Ryan, Ohio (Borrower)
Having National Family Mortgage set up the loan and handle all of the details has been a Godsend. It is a total win-win for my daughter and me!
– Barbara, Virginia (LENDER)
Going with National Family Mortgage was the best financial decision we ever made. National Family Mortgage saved our family thousands of dollars.
– Robert, Nevada (BORROWER)
Setting up a family mortgage through National Family Mortgage was the easiest, most simple mortgage process I have ever experienced.
– Lana, Michigan (LENDER)
Our experience with National Family Mortgage was excellent. I would recommend this method of financing to everyone who is in a position to use it.
– PRB, California (LENDER)
Working with National Family Mortgage was seamless. I would highly recommend them to anyone interested in setting up a Family Mortgage.
– Chris, California (BORROWER)
As a financial advisor, tax professional, or estate planner you know the importance of properly documenting and formalizing intra-family financial transactions to both:
(1) Prevent problems with the IRS
(2) Protect family relationships
National Family Mortgage’s safe, easy, and affordable intra-family mortgage solutions ensure proper documentation, mortgage registration, tax planning and loan repayment is as simple as can be.
With National Family Mortgage your clients can:
- Help adult children purchase, refinance, or renovate a home
- Help a retired parent with cash-flow needs while protecting own financial future
- Transfer wealth between generations
- Diversify their portfolio and earn a solid return
- Receive a steady flow of cash payments
- Lend money from a trust or manage annual gifting
- Protect loans to newly married children
Borrowers benefit, too:
- Easier access to cash in a tight credit market
- Better interest rates from family
- Low origination fees
- Ability to deduct mortgage interest
- Keep wealth in the family
National Family Mortgage helps structure the loan, document it properly, register the mortgage, make repayment convenient, and be a buffer.
- Custom mortgage documents for each situation and state
- Registered security and tax deductible
- Electronic funds transfer to process payments
- Online account access to manage loans
- Year-end IRS tax reports
To learn more about how National Family Mortgage can help you and your clients, please contact us today!