Unlock Your Firm's
Full Revenue Potential With
ELEVATE CONNECT
We specialize in helping accountants and tax preparers seamlessly integrate commercial mortgage and business lending services into their practice. Our AI-powered marketing platform is designed to turn your accounting practice into a powerhouse of financial services.
Your Practice Powered By ELEVATE CONNECT
Proprietary CRM & Websites
Our platform is customized with your firm's branding and loaded with automated marketing campaigns. We keep you top of mind so when your clients need financing you're their first call.
A.I. Driven Client Engagement
No licensing or technical knowledge required – We handle the entire process while you focus on enhancing your client relationships.
Customized Marketing
We craft personalized strategies that align perfectly with your specific goals and challenges. Monitor the progress of your client transactions and track marketing all in one place.
10X Revenue Offering New Services
You've already built trust and detailed knowledge of your client's finances. With the support of Elevate Connect you can also become their go-to source for mortgages and business financing.
Why Should Accountants Become Lending Advisors?
As an accountant you already possess the relationships, skill sets, and information needed to easily integrate lending services into your business.
Instead of your clients seeking mortgage and financing assistance elsewhere, they can turn to you — a trusted advisor who truly understands their financial situation.
We provide all the support required to offer your clients an extensive portfolio of financing options and an amazing experience. Our platform comes with the workflows, automations and technology you need to increase your profits with a minimum amount of time invested.
Ready to significantly boost your firm’s revenue without having to waste time and money hunting down new clients?
Complete the form and our team will reach out to discuss how ELEVATE CONNECT can transform your business.
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