Real Estate
Doctor’s Office – The Perfect Real Estate Model
November 10, 2008 by James K Barath, CMPS® · Leave a Comment
While I was sitting at the doctor’s office, it occurred to me that they have the perfect business model for real estate professionals, including us mortgage planners. Let me explain.
- Had to schedule an appointment at the doctor’s convenience.
- Availability is 8:30 AM – 5:00 PM.
- Not available on weekends nor holidays.
- Never has to answer their own phone.
- Price is never discussed.
- Recommendation is rarely disputed.
- Automatic trust in their professional specialty.
Now only if consumers gave as much credence to the guidance of their real estate & mortgage professionals! The industry as a whole would be much improved and gratifying for all parties.
Real Estate
The Barath Group
November 9, 2008 by James K Barath, CMPS® · Leave a Comment
…was created with the specific purpose to help homeowners achieve their dreams. We lend with integrity, customer centricity and competitiveness. Our product is ADVICE. Our special valued service is a TEAM approach through a growing synergy of influence. Our competitive edge is a qualified staff of Certified Mortgage Planning Specialists. We are trusted mortgage planners to an ever-broadening base of clients nationally.
Our vision is to become an industry leader and one of America’s premier mortgage planning companies. We will journey towards greatness with the support of people who care while openly sharing our successes.
Our clients will come to The Barath Group for personal, responsive and attentive service. We want to assure them that we will respect the confidentiality of their private choices. Additionally, our unique philosophy gives us the opportunity to enhance our relationships, to bridge paths, and to offer poignant advice. While most lenders spend their time looking for the “next” client, we spend our time implementing systems designed to nurture our client’s aspirations for all of their life successes.
Our mission is to facilitate prosperity, to empower ideal growth and to promote community stewardship. We will achieve these goals collectively by the process of our passionate interconnected outreach.
We pledge to be advocates for our customers. We want to put them at the center of everything we do. We strive to develop Clients For Life by exceeding our client’s expectations. We want our clients to be so satisfied that they become Ambassadors to our success. Accordingly, our clients will gladly REFER us to their family, friends, and business associates who are in need of a certified mortgage planning specialist.
We want to be known as Life Facilitators offering sound financial advice, implementing innovative & highly competitive mortgage strategies and fostering an affinity towards success for all. We also want it known that The Barath Group understands the value of people and that we encourage building deep relationships. In conclusion, we want to totally satisfy our customers’ mortgage needs as the gateway to their dreams.



