Sora Finance

Exciting times to be on Sora's platform! With recent rate declines, Sora has uncovered 140 mortgages across 50 advisors that are "in the money" to be refinanced. This represents approximately?$3M?in interest rate savings for clients. If reinvested at a 6% market return, the upside potential reaches?$21M. Not only does Sora identify these opportunities, but we also streamline the refinancing process with the lowest rate lender in the market, making it easier for clients to maximize their savings. Book a demo today and start saving! https://lnkd.in/g9EYJW3j

Big News! Fed Cuts and Sora’s New Mortgage and Refinance Opportunity We were hoping for a 25 basis point cut, but the Fed delivered a jumbo cut —50 basis points! We’ve just uncovered 250+ mortgages on our platform ready to refinance at these new lower rates. This also drops our already 300 bps below market rate SBLOC offer. Start saving right away for you and your clients. If you’re new to Sora, book a demo today. Existing customers can log in and request a refinance now to take full advantage of these cuts or send us a note anytime. Book a Demo: https://lnkd.in/gydhEQ7b

“After meeting with a prospective client considering a large wirehouse, they ultimately chose my service for its personalized approach. The deciding factor was when I showed them how I could monitor their outstanding liabilities and regularly use Sora to find better financial opportunities. Paying off their mortgage in the next 5 years was key, and Sora’s ability to help their children manage student loans and create foundational financial plans sealed the deal—resulting in a $2.1M relationship.” – Herbert Kyles, VP Wealth Management, Farther. If you haven’t seen it yet, check out Herbert Kyles's Sora Spotlight episode. Watch here:https://lnkd.in/g9mHffqP

Thank you to all of the advisors, clients, judges and leaders who helped us win an award at our first Wealthies Wealth Management Industry Awards last night. And kudos to the whole team at Sora who work tirelessly to make the best liability management product for advisors.

“The Wealthies have consistently evolved, recognizing the innovations shaping the future.” We at Sora Finance couldn’t agree more and are honored to be have been recognized as finalists in four distinct categories in our first year of attendance. Excited to be headed to NY on Thursday to celebrate the 10th Annual Wealth Management Industry Awards, where I look forward to seeing all of the exceptional individuals and companies in this incredible industry. Ping me if you’re there and would like to catch up! cc: Beth Rubinoff, Shannon Rosic, Davis Janowski Anthony M. Stich, Kendrick Wakeman, CFA, Rohit Agarwal, Sora Finance

We love it when best-in-class advisors use and love Sora. Had a blast in our latest Sora Spotlight with Farther wealth advisor Herbert Kyles, CFP?.

Thank you Rohit Agarwal & Siddhartha Oza for the great conversation the other day! Sora Finance is a wonderful partner for helping clients & myself manage both sides of their balance sheet. For those who want to know more about what a Financial Advisor can (and should) be doing for you, your family & loved ones, here's a link to an interview you can watch at your convenience: https://lnkd.in/gW_yYPAR

Exciting Times in the Mortgage Market! Mortgage refinancing applications have surged by 35% as rates hit their lowest level in over a year. Homeowners are seizing this moment, and so should you! At Sora, we're committed to helping you capitalize on these opportunities. That's why we're offering to cover the full cost of one refinancing per client for the next three years. This means you can refinance with confidence, knowing that future rate changes won't come with added costs. Plus, we're piloting an exclusive 4.9% 3-Year ARM mortgage! Don’t miss out on these opportunities to maximize your savings. Book a demo today to see how Sora can help you achieve your financial goals! https://lnkd.in/gD8_jxXZ #MortgageRefinance #InterestRates #SoraFinance #FinancialPlanning #Homeowners

Inflation eases to 2.9%, and Fed rate cuts could be on the way! As the lending landscape shifts, now's a great time to explore Sora's refinance promotion and Home Equity Line of Credit solutions. Recently, our team helped an advisor find the best rates for a client by leveraging our extensive lender network. We're here to support you in navigating these changes and securing the best financial solutions. #Inflation #FedRateCuts #Lending #HELOC #SoraFinance Rohit Agarwal Siddhartha Oza

Mortgage Rate Drops To 15 Month Low The average rate on a 30-year fixed mortgage has decreased to 6.47%, marking the sharpest weekly decline in nine months.?At Sora, we’re excited to announce that we cover the full cost of one refinancing per clients for the next three years. Don’t miss out on this opportunity—schedule a demo with us today and see how we can help you differentiate yourself to your clients. cc Rohit AgarwalSiddhartha Oza