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Packages - 2-5 User Package
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BenefitIQ White Paper

HomeBenefitIQ/BenefitIQ Brochure

Client Testimonials

HomeBenefitIQ Partial Client List


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Team Builder

2-25 User Package

Give your team the most powerful, patented prospecting system in America so they can gain new, quality clients quickly and easily.

If you’re a broker, owner, production leader or sales manager,
consider this…

Every day, your team passes by a sea of untapped new clients without even knowing it. Every business in your community, whether large or small, is full of employees, many in need of mortgage and real estate assistance. All this captive audience needs is a way to conveniently connect with your team of experts. Were you aware that 92% of employees are losing sleep over financial worries 1 and 80% of adults agree that they would benefit from the advice and answers to everyday financial questions from a professional?2 As more and more Americans connect to their mortgage and real estate professional through their workplace, your team needs to take action now to capture your share of employer relationships in your marketplace - before your competition does.

Business-to-business (B2B) or affinity marketing is quite common in many industries, however, the mortgage and real estate profession are just catching on to the absolute unlimited potential in marketing their services this way. In fact, many mortgage and real estate industry experts agree that business-to-business (B2B) or affinity marketing is the next generation of new client prospecting in America. However, the problem has been that no one has provided our industry the tools or systems to succeed in this B2B arena. Up to this point, the question was… how does one reach this market in a professional and efficient way without taking the time and expense to create a proven system? Well, wonder no more. BenefitIQ created The HomeBenefitIQ Program and has been revolutionizing the way mortgage and real estate professionals prospect for new clients ever since.

BenefitIQ allows you or your company to license The HomeBenefitIQ Program which is a comprehensive, turn-key system that can allow any mortgage or real estate professional who is motivated, and professional in manner, to offer their services to employers, groups and associations in their marketplace. This system contains everything the industry professional needs including play on-demand training modules and videos, a complete resource center full of all the templates and tools needed to introduce and maintain superior service to the employees/employer. Additionally, the system includes a patented technology platform enabling your team members to launch username and password protected benefit websites exclusively to an unlimited number of employers, groups or associations. BenefitIQ's template technology is unsurpassed in the industry allowing each person on your team to add an unlimited number of referral partners that are unique to each site as well. The HomeBenefitIQ sites can be set up quickly and easily. With this complete system, you can now have top-tier referral partners vying for opportunities to work with and actually refer to YOUR team members. Your team will also have access to The BenefitIQ Network Forum. This is an exclusive online forum where you and your team can network with other like-minded professionals that are building their business The HomeBenefitIQ Way (via affinity marketing).

The hallmark of working with the BenefitIQ team is our unparalleled customer service. From the day you subscribe, you have access to our corporate affinity experts. We provide you our actual phone number, where a live person answers, and we encourage your team to call with any questions along the way. When your team has the tools, the training and the on-going support they need to succeed very little is left to chance. All you as a leader need to do is add your motivated and enthusiastic mortgage or real estate professionals to complete the formula for success.

Isn’t it time you gave your team a new lease on life…doing what you’ve always done is likely to garner the same results. Try something new and innovative to excite and energize your team today


If you have any questions about how BenefitIQ and The HomeBenefitIQ Program can help your team, please don’t hesitate to give us a call at
1.888.245.7433 or 425.637.4900.


1 A Poll by ComPsych Corporation
2 A Poll by Harris Interactive

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