Rocket Companies Investor Presentation Deck slide image

Rocket Companies Investor Presentation Deck

Extending to our Partners We enable clients to engage with the Rocket platform in the way that works best for them, including with our Rocket Professional partners or integrated directly in partner digital experiences via our APIs. Rocket Pro Current Mortgage Info Here's where we cover the basics when it comes to your client's current mortgage. We need to know about their remaining balance and monthly payment. We also need to know if they've ever had, or are interested in, a VA loan How much cash does your client want to take out? $ 50,000 What is your client's current monthly mortgage payment? $ 1,600 Does that payment include property taxes and/or homeowners insurance? Yes No What is your client's current mortgage balance? $ 87,550 Approximately what is their home worth today? $397,000 Is your client interested in and eligible for a VA/Military loan? No Progress Summary Save And Continue V wwwww Clients Show: Submitted Loan Number TBD David Baker Pending Client Consent Last Updated 11/11/2021 Q Refer New Client Sara Jackson Start New Loan Primary Contact Jessica González (313) 545-4835 Loan Number TBD View Loan Pending Client Consent 1:30 PM ( 68 API Platform CONSUMER DATA 8 Consumer Record Contact Email Consumer Property Record Consumer Household COMMUNICATION Call SMS Text Task Router Contact Voice Journal Entry Qualification Consumer Privacy Email WORK MANAGEMENT s ROCKET Companies Chat Notification Service Print Document 19
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