Our rates are low, our application is quick and easy! We can get you clear to close in as little as 10 days!
NMLS ID # NMLS # 228246
William Rapp, based in Houston, TX, US, is currently a Capital Advisor at Medallion Funds, bringing experience from previous roles at eXp Commercial, NEXA Mortgage, Viking Enterprise LLC and Sun Realty - Houston. William Rapp holds a 1997 - 2001 BBA in Finance @ Texas A&M University. With a robust skill set that includes REO, Sellers, SFR, FHA financing, Reverse Mortgages and more, William Rapp contributes valuable insights to the industry.
Great experience purchasing our first home! Bill was easy to reach and always able to answer any questions or concerns.
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💼 Why CPAs & Financial Advisors Need a Mortgage Broker Partner 🧠
📈 Boost Client Results: How Mortgage Brokers Help Financial Advisors Win 💬
💼 How Brokers Help CPAs & Financial Advisors Serve Clients Better
In today’s complex financial landscape, clients rely on their CPAs and financial advisors for everything from tax strategy to wealth preservation. But what happens when a client needs real estate financing? This is where a skilled mortgage broker becomes an invaluable extension of your advisory team.
CPAs and financial advisors often find themselves at a crossroads when clients ask about home loans, refinancing, or real estate investment financing. While you're the expert on tax code and wealth-building, brokers are experts in mortgage guidelines, lending programs, and navigating ever-changing market conditions.
Partnering with a mortgage broker gives your clients access to:
· ✅ Tailored lending options that align with their financial plan
· ✅ Specialty programs for self-employed, high-net-worth, and doctor clients
· ✅ Clear timelines and support during real estate transactions
Mortgage brokers act as a resource, not a competitor. We work behind the scenes to ensure your client’s financing doesn't disrupt their tax or wealth strategies. This helps you:
· 💡 Provide holistic financial planning
· 📊 Prevent clients from getting locked into the wrong loan
· 🔍 Help clients leverage property equity for investment or retirement
When you refer a trusted mortgage broker, you maintain control of the client relationship while expanding your team’s capabilities. We communicate securely, honor your advisory role, and keep you informed without overstepping.
· Business owners needing creative financing
· High-income professionals seeking jumbo loans
· Real estate investors looking to scale
· Doctors, dentists, and self-employed clients
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© 2023-2024 Bill Rapp, Medallion Funds LLC, Director of Capital Advisory
Buying your first home can be both exciting and nerve-wracking at the same time. With so many things to consider and....
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy
Copyright ©2021 | Mortgage Viking Team
Licensed to Do Business | NMLS # 228246
This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Copyright © 2021 | Medallion Funds
Corporate | NMLS ID NMLS # 1825831
Corporate Address : 2651 N. Green Valley Pkwy STE. 101 Henderson, NV 89014
Corporate NMLS NMLS # 1825831 | Company Website: https://medallionfunds.com/bill-rapp/
Copyright ©2021 | Mortgage Viking Team Licensed to Do Business | NMLS # 228246
This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply
Corporate | NMLS ID NMLS # 1825831
Corporate Address : 2651 N. Green Valley Pkwy STE. 101 Henderson, NV 89014 https://medallionfunds.com/bill-rapp/
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