Protect your clients and help build wealth.
Apply NowAre 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!
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Download Guide For Agents
Download Guide For Advisors
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!