“I'm amazed at like how many people are like in default, they haven't made a payment on their mortgage. And we're like, do you want to sell your house?”

“So it's a franchise model. Sotheby started. They had the idea that if we were going to help people sell Rembrandts at the auction house, that we should be able to help them sell their real estate.”

“We did some modelling for clients recently who were pursuing a financial independence goal. We found that if they wanted to achieve their goal without needing to sell down any investments, they could both cease work at age 55.”

“Parents helping their kids with their mortgages post-purchase, not just help buy, but also help service your mortgage.”

“They're aggressively pushing direct to customer, DTC… they can sell and market their products exactly how they want to”