Are your clients providing financial support to adult kids or retired parents? We will help document and service the transaction, so you don’t have to!

 

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, estate planner, or real estate agent, 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 the loan, register the mortgage with the proper government authority, and manage the repayment.

  • 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!