Robert Klein
Mortgage Professional | Commercial & Residential Mortgage Broker | High Net Worth Specialist at MortgagesLab Financial- Claim this Profile
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Bio
John Holoman
We have used Robert's services many times over the years and I can truly say that Rob is a mortgage magician! He can think outside the box creatively and always helped us to get our mortgages at the best rates, Rob rocks.
Robert Mogensen
Hi Rob, Just wanted to send you a quick note to say how impressed I continue to be with your Hippo Contact email service. Over the last two months, while so many of my colleagues are complaining about the slowing market, I am actually having the best year I have ever had in my 15 years in the business. It never ceases to amaze me that every few weeks I will see a contact in my database repetitively clicking on my news letter and then, within days, have that person contact me about a refinance or a other mortgage related question. It's passive, easy and zero sales pressure on the client. Fit's my selling style and really works for me. Thanks again for suggesting your system to me Rob. You continue to help me keep connected to my clients and that puts money in the bank. Cheers, Rob Mogensen
John Holoman
We have used Robert's services many times over the years and I can truly say that Rob is a mortgage magician! He can think outside the box creatively and always helped us to get our mortgages at the best rates, Rob rocks.
Robert Mogensen
Hi Rob, Just wanted to send you a quick note to say how impressed I continue to be with your Hippo Contact email service. Over the last two months, while so many of my colleagues are complaining about the slowing market, I am actually having the best year I have ever had in my 15 years in the business. It never ceases to amaze me that every few weeks I will see a contact in my database repetitively clicking on my news letter and then, within days, have that person contact me about a refinance or a other mortgage related question. It's passive, easy and zero sales pressure on the client. Fit's my selling style and really works for me. Thanks again for suggesting your system to me Rob. You continue to help me keep connected to my clients and that puts money in the bank. Cheers, Rob Mogensen
John Holoman
We have used Robert's services many times over the years and I can truly say that Rob is a mortgage magician! He can think outside the box creatively and always helped us to get our mortgages at the best rates, Rob rocks.
Robert Mogensen
Hi Rob, Just wanted to send you a quick note to say how impressed I continue to be with your Hippo Contact email service. Over the last two months, while so many of my colleagues are complaining about the slowing market, I am actually having the best year I have ever had in my 15 years in the business. It never ceases to amaze me that every few weeks I will see a contact in my database repetitively clicking on my news letter and then, within days, have that person contact me about a refinance or a other mortgage related question. It's passive, easy and zero sales pressure on the client. Fit's my selling style and really works for me. Thanks again for suggesting your system to me Rob. You continue to help me keep connected to my clients and that puts money in the bank. Cheers, Rob Mogensen
John Holoman
We have used Robert's services many times over the years and I can truly say that Rob is a mortgage magician! He can think outside the box creatively and always helped us to get our mortgages at the best rates, Rob rocks.
Robert Mogensen
Hi Rob, Just wanted to send you a quick note to say how impressed I continue to be with your Hippo Contact email service. Over the last two months, while so many of my colleagues are complaining about the slowing market, I am actually having the best year I have ever had in my 15 years in the business. It never ceases to amaze me that every few weeks I will see a contact in my database repetitively clicking on my news letter and then, within days, have that person contact me about a refinance or a other mortgage related question. It's passive, easy and zero sales pressure on the client. Fit's my selling style and really works for me. Thanks again for suggesting your system to me Rob. You continue to help me keep connected to my clients and that puts money in the bank. Cheers, Rob Mogensen
Experience
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MortgagesLab
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Canada
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Banking
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1 - 100 Employee
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Mortgage Professional | Commercial & Residential Mortgage Broker | High Net Worth Specialist
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Mar 2012 - Present
Client Base:♦ Real Estate Investors♦ Incorporated Business Owners♦ High Net Worth LendingSamples of Mortgages Approved:♦ $4.5 Million dollar condo rental @ 0% down (2018)♦ $3.0 Million dollar loan across 4 rentals with $56,000 personal income (2016)♦ $2.0 Million dollar loan across 8 short term condo phase 2 rentals (2018)♦ $1.95 Million dollar loan for a 28 plex @3.2% @10 Year Term (2018)♦ $1.0 Million dollar loan for 8 small commercial units (2018)♦ $950k Dollar loan for a doctor office @0% down ( 2018)Have a scenario you want to discuss? Give me a call.Phone 778.896.6732 or email : robert@robertkleinmortgagegroup.com
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Financial Horizons
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Canada
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Financial Services
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200 - 300 Employee
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Life + Disability Insurance Specialist
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Feb 2017 - Present
♦ Life Insurance ♦ Disability Insurance♦ Critical Illness♦ Group Benefits Insurance Examples♦ $2.5 Million term 10 / $2.5 million term 10 @ $120/month @ Male/Female @ 36/29 (2018)♦ $2.0 Million term 20 @ $68/month @ Female @ 37 (2018)♦ $500k Term 10 @ $145/month @ Female @ 60 (2018)♦ $100k Universal life @ $360/month @ Female @ 71 (2018)♦ $5000/Month disability @ $360/month @ Male @ 47 (2018)♦ $4800/Month disability @ $370/month @ Female @ 37 (2018)♦ $4800/Month disability @ $220/month @ Male @ 37 (2018)
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Transamerica
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United States
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Financial Services
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700 & Above Employee
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Life Insurance Specialist
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Jun 2008 - Mar 2018
♦ Life Insurance ♦ Critical Illness ♦ Life Insurance ♦ Critical Illness
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Vancouver Mortgage Corp.
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Canada
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Financial Services
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Mortgage Professional
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Aug 2009 - Mar 2012
Clientele: ♦ Real Estate Investors♦ First time home buyers♦ Renewal specialist Clientele: ♦ Real Estate Investors♦ First time home buyers♦ Renewal specialist
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World Financial Group (WFG)
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United States
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Financial Services
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700 & Above Employee
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Marketing Director
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Feb 2002 - May 2007
♦ Life Insurance ♦ Critical Illness ♦ Life Insurance ♦ Critical Illness
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Education
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2000 - 2003
The University of British Columbia
Wood Science and Wood Products/Pulp and Paper Technology -
1997 - 2000
Capilano University
Engineering -
1992 - 1997
Saint Thomas Aquinas
Community
