So you understand the concept,
see the benefit and you are ready to get started?
STEP 1: Fill out
and submit Money Merge Account™ Program Worksheet
Go to the Free Analysis tab, complete and then
submit the Money Merge Account™ program worksheet. We will run your personal numbers
and find out exactly what the Money Merge Account™ program can do for
you first. We want you to see your potential savings in interest
before purchasing the Money Merge Account™ Program.
STEP 2: Open a Home
Equity Line Of Credit
You have seen your Money Merge Account™ program report
and are excited about the results. You are now ready to move
forward. Well now you will need a HELOC (Home Equity Line Of
Credit). HELOC’s can be obtained through almost any local
or National Bank or Lending Institution. If you already have
a HELOC then GREAT but it must have these requirements in order
for the Money Merge Account™program to function properly:
- Must be an Open Ended (to allow for multiple adjustments to the principle balance each month
- Must have a Variable Interest Rate
- Must have an Interest Only Option
STEP 3: Pay the Money Merge Account™ Program Activation Fee
You will need to get a cashier or bank check
and make it payable to “United First Financial” in
the amount of $3,500. Take this money out of your HELOC. You
may send a personal check but it must clear the bank (minimum
of 10 -14 days) before United First Financial will activate
your Money Merge Account™ program.
This is a great investment. Most people really their savings
in the form of interest in 3-5 months after starting the program.
STEP 4: Compile and complete Money Merge Account™ Program documents.
Our team will provide you with a checklist.
It covers the documentation you need to collect, make copies
of and send to us, so your custom software can be preloaded
and configured in advance. These documents will be emailed
to you by one of our team members. Any questions just ask one
of our agents. Gathering all the necessary information should
take you less than 30 minutes.
STEP 5: Send the Completed documents to us
We will review your documentation to ensure you have provided
all the necessary copies or all your forms are signed and completed.
We will contact you if anything is missing. Once the paperwork
has been checked, we will send your complete package to the
appropriate department at United First Financial.
THAT’S IT! MISSION
ACCOMPLISHED!
United First Financial will process your
paperwork and custom build your Money Merge Account™ program website.
All of the information you provided will used to set up your
account. You will be contacted by a United First Financial client
support representative who will walk you through your account
activation. |
