Mark Maiocca
Mark Maiocca is a licensed mortgage loan officer with over 14 years in the industry. He has designed a process that has generated hundreds of referrals for his Core 7 business partners. A University of Massachusetts at Amherst graduate, who maintains several mortgage and financial certifications, Mark has taught continuing education classes for many years in the Boston area. With nearly one billion dollars in loans under management, he has consistently been in the top 1% of all loan originators in the country, and has been honored with several industry awards. He and his wife reside in Newton, MA where they are active in many local charities and organizations, and are busy raising their three beautiful children.
Top 200 producer Nationally- 2003,2004,2005,2006,2007
Top 1% Company wide- 2002,2003,2004,2005,2006,2007,2011,2012,2013,2014
Life, accident, and health, and series 6 licensed.
Averaged over 50 Cross Sell referrals to Financial Planner Partners each of the last 4 years.
GOALS-To create and train Center of Influence Groups that consist of a Financial Planner, Accountant,Mortgage Planner, Real Estate Attorney, Estate Planner, and a Realtor. To systematically generate referrals for the group.
Specialties: Integrating the mortgage loan into a client's overall financial plan, to be managed along with a Financial Advisor.
Cross selling other professionals through my unique process called The Affinity Referral Program. Where I am able to provide a predictable amount of referral activity to Financial Planners, Accountants, Estate Planners, and Realtors.
Financial seminars & workshops, Home buying seminars & workhops. Cross sell, and Center of Influence bootcamps to increase production.
Mark Maiocca is a licensed mortgage loan officer with over 14 years in the industry. He has designed a process that has generated hundreds of referrals for his Core 7 business partners. A University of Massachusetts at Amherst graduate, who maintains several mortgage and financial certifications, Mark has taught continuing education classes for many years in the Boston area. With nearly one billion dollars in loans under management, he has consistently been in the top 1% of all loan originators in the country, and has been honored with several industry awards. He and his wife reside in Newton, MA where they are active in many local charities and organizations, and are busy raising their three beautiful children.
Top 200 producer Nationally- 2003,2004,2005,2006,2007
Top 1% Company wide- 2002,2003,2004,2005,2006,2007,2011,2012,2013,2014
Life, accident, and health, and series 6 licensed.
Averaged over 50 Cross Sell referrals to Financial Planner Partners each of the last 4 years.
GOALS-To create and train Center of Influence Groups that consist of a Financial Planner, Accountant,Mortgage Planner, Real Estate Attorney, Estate Planner, and a Realtor. To systematically generate referrals for the group.
Specialties: Integrating the mortgage loan into a client's overall financial plan, to be managed along with a Financial Advisor.
Cross selling other professionals through my unique process called The Affinity Referral Program. Where I am able to provide a predictable amount of referral activity to Financial Planners, Accountants, Estate Planners, and Realtors.
Financial seminars & workshops, Home buying seminars & workhops. Cross sell, and Center of Influence bootcamps to increase production.
