Tom Baker (IntroLend), Christa McMillan (Main Street Insurance), Jordan Ivey (IntroLend)
In the dynamic world of real estate, integrated services have become a game-changer for clients seeking a seamless and comprehensive experience. One notable trend in this evolution is establishing mortgage and property/casualty insurance arms within real estate firms. IntroLend Carolinas and Main Street Insurance, Helen Adams Realty's mortgage and insurance branches, offer solutions and customer service that are a step above.
Streamlined Process and Convenience:
One of the primary advantages of having in-house mortgage and insurance arms is simplifying the home-buying process. As trusted advisors, Helen Adams Realty agents seek to deliver the highest level of service in every aspect of the transaction. Our dedicated representatives with Main Street Insurance and IntroLend Carolinas, Christa McMillan, Tom Baker, and Jordan Ivey, share the same goal and provide a one-stop shop for our clients.
Mortgage Marketplace:
Owned by the firm and its agents, IntroLend’s digital mortgage marketplace offers the ability to shop dozens of retail lenders and compare them side-by-side. This gives buyers access to all possible loan programs while working with a local company. Furthermore, IntroLend's book of wholesale lenders gives buyers access to excellent pricing options they would not be exposed to with traditional lenders. Our access to wholesale lenders offers buyers excellent pricing and a wide range of loan programs to suit every buyer’s needs.
“This is exactly what I was looking for,” said a recent client. “I love the idea of feeling confident I’m getting the best deal without having to run all over town having my credit pulled by every lender.”
From pre-approval to comparing rates and programs to closing, Tom and Jordan are available at every turn to the firm's agents and their clients.
“I came to work at Helen Adams Realty and IntroLend for the ability to work directly with buyers on a highly personalized level,” says Baker. “Helen Adams Realty sets the standard for service and the opportunity to build an internal finance department that mirrors that high level of service and expertise was what attracted me to the company.”
Tailored Insurance Solutions:
Main Street Insurance's Christa McMillan brings over 35 years of experience to each client interaction. Clients receive tailored insurance prices, plans, and services for each client based on their unique needs and circumstances. Because Main Street is independent, Christa's priority is you - not an insurance brand, which is why she represents many leading insurance companies with a variety of coverage options and price points.
“Christa always greets you with a smile and is eager to help you and your clients," shares Theresa Kistler, an agent at the firm's Ballantyne Office. "I have referred her to numerous clients and they have all called to thank me for her positivity and guidance. She goes above and beyond to make sure she finds them the best company and policy to fit their needs.”
Enhanced Communication and Accountability:
Coordination between the mortgage and insurance arms within the firm fosters effectiveness and efficiency. Communication between all parties increases accountability, expedites the process, ensures the client's interests are prioritized, and builds trust. In competitive real estate environments where swift transactions can make all the difference, a synergy between the agent, client, mortgage lender, and insurance agent is incredibly beneficial.
"The power of integrated affiliated businesses for mortgage and insurance means a clearer, simpler, holistic experience for clients," says Frank Adams, Co-President of the firm and Broker-In-Charge for the Randolph Road Office. "We are so proud to be in business with Tom, Jordan, and Christa and the incredible level of service they provide to our agents and clients."
Since 1975, Helen Adams Realty’s goal has been to provide the best for its agents and clients alike. Pairing cutting-edge technology with a personalized approach creates seamless interactions and transactions for the firm’s agents and clients. As the real estate landscape evolves, this integrated approach stands out as a beacon of efficiency and convenience for those looking to make their dream of homeownership a reality. Reach out today to see how these services can benefit your homebuying process.