Let Us Help You Succeed!
Stop Losing Clients to Banks. Start Building Multi-Generational Wealth Relationships.
Our free mortgage guidance positions you as the complete financial architect that families will trust for decades –not just one generation.
Critical Industry Threats
The Triple Threat Every Wealth Advisor Faces
- Threat #1: The Asset Migration Crisis
- Threat #2: The Next-Generation Exodus
- Threat #3: The Capability Gap
Threat #1: The Asset Migration Crisis
54% of clients left their advisors in 2023—and most started with a mortgage inquiry
• Banks offer relationship pricing up to 1% to capture your client's entire portfolio
• "Convenience" positioning makes you look incomplete
• One mortgage conversation can unravel decades of relationship building
Threat #2: The Next-Generation Exodus
66% of adult children fire their parents' advisor after inheritance
• $124 trillion transferring over the next 25 years
• Traditional advisors lose 80% of inherited assets
• Your best clients' children are already planning their exit
Threat #3: The Capability Gap
While banks coordinate lending with wealth strategy, you're limited to investment advice
• Clients make suboptimal decisions because you can't offer alternatives
• Every real estate transaction becomes a retention risk
• You watch opportunities pass while banks capture relationships
YOUR CLIENT ADVANTAGE
Our mission is to make you the mortgage expert.
33 Years Building Solutions for Independent Advisors
Why This Matters Now
“I’ve watched too many excellent advisors lose great clients simply because they couldn’t offer comprehensive solutions. The Mortgage Monitor levels the playing field—giving you the tools to serve families completely while maintaining your independence.”
Your Partner
33 years mortgage industry expertise — Deep understanding of how lending intersects with wealth management
Specialized focus on advisor partnerships — Not a generalist lender, but a strategic partner for financial professionals
Built The Mortgage Monitor specifically for independent professionals — Every feature designed with advisor needs in mind
Proven track record — Successfully helping advisors compete with institutional players and retain multi-generational relationships
33 Years
Mortgage industry expertise with over 28,000 successful transactions
100%
Specialized focus on advisor partnerships to grow relationships
Proven
Track record helping advisors compete with institutional players
Custom Built
The Mortgage Monitor is specifically designed for advisors
OUR SOLUTION
Introducing The Mortgage Monitor
POWERED BY OXYGEN MORTGAGE
The comprehensive mortgage partnership that transforms independent advisors into family financial architects
Institutional-Quality Mortgage Solutions
Access to bank-level programs without bank bureaucracy
Behind-the-Scenes Execution
We handle lending while you lead every client conversation
Multi-Generational Bridge Building
Turn real estate transactions into relationship strengthening opportunities
Complete Balance Sheet Coordination
Optimize both assets and liabilities for maximum client benefit
33 Years of Expertise
Proven mortgage strategies specifically designed for financial advisors
Immediate Response
We respond to inquiries and questions with a knowledgeable person you can talk to
How It Works
01
Partnership Integration
Simple setup connects you with our mortgage expertise
02
Client Coordination
We collaborate on every transaction while you maintain primary relationship
03
Strategic Optimization
Turn withdrawal requests into wealth preservation opportunities
04
Relationship Enhancement
Use mortgage conversations to engage the next generation
Transform Every Client Interaction
Instead of losing clients to banks, you will:
Retain Current Clients
Offer competitive relationship pricing without losing assets
Capture Next Generation
Become the advisor children choose to keep
Optimize Portfolios
Use equity instead of liquidating investments during downturns
Coordinate Family Wealth
Position yourself as the complete financial architect
Strengthen Relationships
Turn potential threats into relationship-building opportunities
TestimonialS
What they say about us.
QUICK Q & A
Common Questions
Wealth Advisors Ask
Let's get in touch
Got a question?
Actually, it simplifies it. We handle all mortgage complexity while you focus on what you do best—comprehensive financial guidance. Most advisors report streamlined operations and deeper client relationships.
There is no cost to review your mortgage strategy for clients. We review each offer with you and only receive fees from successful mortgages.
You remain the primary contact for everything. We operate behind the scenes, ensuring you get full credit for all solutions. Your clients see enhanced service, not additional vendors.
We're fully licensed and handle all regulatory requirements. Your role remains advisory—we simply expand the tools available for your recommendations.
Most advisor partnerships are active within 2 weeks. We provide all necessary training and support materials to ensure smooth integration.
Get Started NOW
Ready to transform the way you serve families?
Schedule your 15 minute Strategy Call now. I’ll show you exactly how The Mortgage Monitor can enhance your practice and protects your client relationships at no cost to you.
The Opportunity Window
Is Closing
Time to Act Now
Volitile Interest Rates
Creating more refinancing opportunities
Peak Wealth Transfer Period
Next 10 years are critical
Increasing Bank Aggression
Banks targeting advisor clients more aggressively
Technology Gap Widening
Client expectations vs advisor capabilities
The Cost of Waiting
- Every month you delay is another month your clients are exposed to aggressive bank marketing
- Every real estate transaction becomes a potential client loss instead of a relationship strengthening opportunity
- Every portfolio liquidation request could have been optimized through equity access
Every day of delay = Lost opportunities and weakened client relationships