Preferred Vendors
Understanding how to attract and convert more clients
Details:
This webinar will go over the following:
  • Strike Rate
  • Cross selling on every loan in process
  • Adopting Loans
  • How to handle the first meeting with a referral partner
  • Get Started
    Ready to start your Mortgage education, looking to get licensed in another state, or just renewing your license? Use our partner link below to receive discounts on all Mortgage education courses.
    Details:
    Equity Smart discount applies to the majority of all available courses.
    Discount grants up to 85% off the regular prices of available Continuing Education courses.

    Contact our Account Executive, Kelly Swift, with any questions: (443) 391-5220; kswift@oncourselearning.com
    Get Started
    floify-logo
    Want to leverage Floify and their seamless integrations without having to pay full price? Click below to take advantage of an exclusive offer only available to Equity Smart’s Loan Officers.
    Details:
    Membership Rate: $71/month (Business Plan, for 1 Loan Officer, 10% Discount off Regular Monthly Membership, No Commitment). For the Team Plan, the rate is scalable. Further discounts can be made on annual subscriptions.

    Contact our Account Executive, Nick Tarsi, with any questions: (720) 930-2571; nt@floify.com
    Get Started
    perfect-closing-gift-logo
    Looking for the perfect gift to give to your client when their loan closes? Let Perfect Closing Gift provide some great ideas by clicking below.
    Details:
    Rate: $4.95/year (90% off their normal yearly membership). Individual gift rate: 10% off retail prices; 15% off all accessories. Ability to personalize every gift to your clients and price point of the transaction.

    Contact Christy Kolbo with any questions: (805) 481-9787 ext. 103; cpkolbo@vrsmarking.com
    Get Started
    Interested in getting your Real Estate license, but you don’t want to pay full price to get it? Use our promo code EquitySmart at the link below to receive a special discount from Colibri Real Estate.
    Details:
    Promo Code: EquitySmart
    Discount grants 40% off all available courses.

    Contact our Account Executive, Kelly Swift, with any questions: (443) 391-5220; kswift@oncourselearning.com
    Get Started
    MBS_Highway
    Do you need to have the latest market insights and financial tools to help propel your business? Take advantage of MBS Highway’s special discount just for Equity Smart’s Loan Officers.
    Details:
    Monthly membership rate: $119.95/month (40% discount off of regular monthly membership rate).
    Yearly membership rate: $1,199.95/year (40% discount off of regular yearly membership rate).

    Contact Christine Parisi to sign up with the discount, or with any questions: christine@mbshighway.com
    Get Started
    Are you looking for a title company that provides transparency, competitive pricing and exceptional service? Use Atlas title to receive the best pricing for you and your clients.
    Details:
    HELOC, Refinance, Purchase/sale, FSBO, Hard money, Reverse mortgage, and commercial.

    Contact Andrew Blair with any questions: (714) 352 - 9883; Andrew.Blair@AtlasTitleCo.com
    Get Started
    Looking for a CRM packed with marketing and sales tools that scale with your business? Take advantage of our partnership with Salesforce and receive a special discount.
    Details:
    Monthly plans start at $25/month and all our LOs receive 20 to 40 percent off. Please reach out to our AE to receive this discount.

    Contact our AE Kelen Caldwell with any questions: (404) 852- 8207; kcaldwell@salesforce.com
    Get Started
    Want an AI powered CRM that automates the outreach, follow up, and long term nurturing to leads and borrowers? Loan Officer.ai provides all this and more at a special discounted rate.
    Details:
    Discount grants 50% off their standard model pricing. Use the link below to get the special discount.

    Contact Jared Hart with any questions: (949) 735- 0090; jared@loanofficer.ai
    Get Started
    Do you want to unlock your potential in Commercial Real Estate. Now you can with our exclusive partnership with CRE Capital Finders.
    Details:
    Our discount grants 30% off the standard price for this training.

    Contact Rachel Garcia with any questions: (562) 481-8344; crecapital@crecapitalinvestments.com
    Get Started
    Want to create fully customized and branded flyers, social media graphics, newsletters, and more?? Lender Design is here to take your marketing ideas and bring them to life! To learn more about Lender Design, check out their website: www.lenderdesign.com
    Details:
    $115/year (just under $10/month!) Click the link below to sign up! To take advantage of the discount, please sign up using your ESHL email address.

    Contact Jeff Murray, with any questions email@visualinfodesign.com, 888-240-2244.
    Get Started
    Want an all in one tech stack that has a POS, LOS, PPE, digital docs, realtor portal, and eSign tools? Use our partner link and receive all these tools and more at a discounted rate.
    Details:
    $79.99/month for an LO seat ($20 savings); $39.99/month for a support seat ($10 savings); 14 day free trial offered; 20% discount offered on Non Del subscription

    Contact Amy Hulett, with any questions amyh@arive.com, (559) 589 - 4170
    Get Started
    A top Credit Improvement and Financial Solutions firm in the industry, Get Greater, Inc. helps mortgage-seekers improve their credit worthiness and help them leverage it.
    Details:
    Ranges between $99-199/month, depending on the amount of derogatory information. Clients receive a Free Credit Analysis and Action Plan, with no obligation to enroll.

    Contact Adrian Casas, with any questions adrian@getgreaterinc.com, (323) 618-6868
    Get Started

    Secure Your Future with Life Insurance!



    Life is unpredictable, but your loved ones’ security doesn’t have to be. With comprehensive life insurance plans, you can ensure financial protection, peace of mind, and a lasting legacy for those who matter most.
    Why Choose Life Insurance?

  • Financial security for your family
  • Coverage tailored to your needs
  • Peace of mind for the unexpected
  • Life Insurance

    Protect Your Home with Homeowners Insurance!



    Your home is more than just a place—it’s your safe haven. With comprehensive homeowners insurance, you can safeguard your property, belongings, and peace of mind against the unexpected.
    Why Homeowners Insurance?

  • Coverage for damages, theft, and disasters
  • Protection for your home & valuables
  • Peace of mind when life throws surprises
  • Home Insurance
    Credit Credentials
  • Soft Pulls / Hard Pulls
  • Rapid Resources

  • Credit Pricing
  • Broker's Choice
  • Hard Pulls
  • Rapid Resources

  • Credit Pricing
  • Soft Pulls / Hard Pulls
  • Rapid Rescores

  • Credit Pricing
  • Soft Pulls / Hard Pulls
  • Rapid Rescores

  • Credit Pricing
    kcb
  • Soft Pulls / Hard Pulls
  • Rapid Rescores

  • Credit Pricing
    Real Estate Vendors
    Details:
    With over a decade of dedicated experience within the termite industry, our company has earned its place as a beacon of excellence and expertise.

    Contact info, Victoria Salas, Office: (844) 532 - 0289, Cell: (562) 652 - 1996; socaltermex@gmail.com
    Website

    Sarmiento Sign Installers

    Details:
    Affordable, reliable, and on time delivery for postings, flyers, etc. Services available to Orange County and LA area.

    Contact info, Miguel Sarmiento, Office: Cell: (626) 324 - 4699; miguelsarmiento10@gmail.com
    Life Insurance Form
    Are you or a client looking for Homeowner's Insurance?
    Fill out the form and someone will reach out soon!

    If you would like to recommend a vendor for inclusion in our Preferred Vendors list, we kindly ask you to complete the form provided below.