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- August 1, 2024
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Vantage launches Copy Trading on Client Portal website
Welcome to Vantage Mortgage – where your financial goals meet expert guidance and personalized service. Whether you’re purchasing your first home, refinancing, or exploring investment opportunities, our team is committed to providing transparent, efficient, and tailored mortgage solutions. With industry-leading knowledge and a client-first approach, we’re here to make the loan process smooth, stress-free, and successful. Fill out the Create Contact page, click the orange “Start Application” button to complete the application.
Qualify for $50,000 of life insurance,preferred E&O rates, CE credits,cyber liability insurance and more. We pride ourselves on excellent communication and easy accessibility when you need us. Our experienced staff is here to guide you every step of the way. Compliance is a quick way to access policy documents as well as agent agreement documents. Notifications shows both urgent and general messages for agents. You can access the same notifications in the link at the top of the page.
Submit an electronic SOA
The Devoted broker portal is designed to provide all the tools you need to make selling Devoted products easy. If you’re ready to sell with Devoted, you will receive an email from Devoted with the subject line “Devoted Agent Broker Portal Log-in Details”’. This email contains a link to use to create a password for your account, your username is your NPN.
- Similar to Copy Trading sign up via the app, eligible users who open a Copy Trading account via Client Portal may qualify for our deposit bonus promotion of up to 50% in credit bonus.
- Scope of Appointment – required for all one-on-on MA/MAPD/PDP sales appointments, this includes appointments completed over the phone and virtually.
- Once you are on the site, click sign in on the top right corner of the screen and enter your username and password.
- Our experienced staff is here to guide you every step of the way.
- Agents can access all applications and enrollment status tools with a simple click of a button.
After https://lunarcapital.vip/ the agent does this, they can login to the portal by going to agent.devoted.com. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Agency Name, its affiliated companies, and their representatives and employees do not give legal or tax advice.
- The view on a tablet or phone will look different, although the functionality should still be there.
- In MarketPoint University, agents can complete certifications and courses as well as find training webinars and job aids.
- A loan prequalification sets you up for a smooth home buying experience.
How to access Vantage
Member Care Assessment (MCA) – take the mandatory MarketPoint University training in order to assess your member’s needs with the optional MCA Survey. You’ll be eligible to earn a $50 payment for each one you complete. DSNP Eligibility – Dual Special Needs Plan eligibility verification tool does not validate agent licensing. They can also access certifications by clicking on the Get Certified/Recertify Tile.
To add Devoted to your Medicare sales products, click here for an online contract
Submit your client’s applications or HRAs online while you are with them in person or when they are on the phone with you. Humana has tools to help determine if certain doctors and pharmacies participate in our network and if certain drugs are included in the formularies. Individual Customer Number Grid – shows a list of all plans (guides) and includes service areas, markets, premiums, etc. Scope of Appointment – required for all one-on-on MA/MAPD/PDP sales appointments, this includes appointments completed over the phone and virtually. Enrollment Hub – a streamlined paperless application that allows agents to complete Humana and CarePlus applications for both Connected and Offline Enrollments. Your place for new pre-approved, customizable marketing materials to help you connect with your prospects.
The Help tile provides access to the Business Center and frequently asked questions. The view on a tablet or phone will look different, although the functionality should still be there. In some states, all Medicare Supplement Insurance plans are available to qualified individuals under the age of 65 due to disability. A few documents are needed to get a loan file through underwriting. A loan prequalification sets you up for a smooth home buying experience.
Devoted broker portal
There are many ways to filter and sort your view of the client lists. On the Home Page agents will find their ready to sell status. They can also access sales tools, training and educational resources. Agents can access all applications and enrollment status tools with a simple click of a button.
Whether you are a first time homebuyer or an experienced real estate investor, having a mortgage team you can count on is crucial. Sales and Marketing provides agents an easy way to find marketing materials such as, sales presentation videos and more. Copy Trading has become a popular entry point for aspiring traders looking to gain exposure to financial markets with lower barriers to entry. By automatically mirroring the strategies of more experienced traders, users can observe real-time decision-making and better understand market dynamics – all within an approachable, community-driven environment. At Vantage Mortgage Corporation, we believe that securing the right mortgage should be a seamless, empowering experience — one built on trust, clarity, and expert guidance. Headquartered in Coral Gables, Florida, we proudly serve clients across the state and beyond, offering tailored lending solutions for homebuyers, luxury property owners, and real estate investors.
Similar to Copy Trading sign up via the app, eligible users who open a Copy Trading account via Client Portal may qualify for our deposit bonus promotion of up to 50% in credit bonus. This exclusive promotion is designed to help users get started with additional capital to explore new strategies and learn from experienced Signal Providers. Access hundreds of pre-approved, customizable marketing materials through the Marketing Resource Center (MRC). Agents can use Vantage to check their license(s) status, appointment, and certifications status. Combine our products to provide complete coverage for your clients.
Humana Vantage login
Because there are so many things agents can access in the portal, we listed some of the highlights. Agents can submit SOAs electronically, over the phone, by paper, or through email. Take a look at a quick video on Devoted’s Scope of appointment tool. If you have not received a Writing Number, many of these features will not be visible to you. Once you have completed certifications and received your Writing Number, the site will be available.
ACA Changes for Plan Year 2026
Start working with a real estate agent and viewing homes. This is a helpful tool that will help you find doctors, hospitals, vision or dental provider as well as pharmacies. This helps ensure the client’s doctors are in-network with plan they are considering. Agents can find a link to the Humana MarketPoint University (aka HMU) in the Education section. In MarketPoint University, agents can complete certifications and courses as well as find training webinars and job aids.
Surf our website to learn about our company, see our loan programs, and request a free consultation. If this is your first time on the site, just click activate online profile to follow the prompts to get set up.