SIMPLE, STRESS-FREE MORTGAGE SUPPORT FOR YOUR EMPLOYEES
Step 1: Partner With Brookpoint Financial
Step 1: Partner With Brookpoint Financial
Step 1: Partner With Brookpoint Financial
- HR or benefits team agrees to add Brookpoint Financial to the company’s EAP.
- Minimal effort: Brookpoint provides pre-written quarterly email copy and optional presentation materials.
- No portals or administrative burden — just a simple partnership.
Step 2: Quarterly Email Invitations
Step 1: Partner With Brookpoint Financial
Step 1: Partner With Brookpoint Financial
- HR sends the pre-written email to employees at least once per quarter.
- Employees are invited to opt in for free financial guidance.
- Keeps the benefit visible and top-of-mind.
Step 3: Lunch & Learns or Presentations
Step 1: Partner With Brookpoint Financial
Step 4: Employee Opt-In & Personalized Support
- Brookpoint Financial hosts onsite or virtual sessions for employees.
- Employees learn how to access financial support, ask questions, and understand perks.
- Optional but encourages higher engagement.
Step 4: Employee Opt-In & Personalized Support
Step 4: Employee Opt-In & Personalized Support
- Employees who opt in are connected with a licensed mortgage agent.
- Guidance includes buying, refinancing, or renewing a mortgage.
- All communication is confidential and free to the employee.
Step 5: Charitable Impact
- A portion of every commission is donated to a charity of the company’s choice.
- Brookpoint Financial can provide quarterly or annual impact summaries.
- Employees benefit from stress reduction while contributing to the community.
