Mortgage Professionals

SouthLake Insurance focuses on the specific needs of Loan Officers and Mortgage Consultants. We understand that the quicker you get your loans approved, the quicker you can get your clients to closing, and that helps you build your business and reputation.

We’ve tailored our operation to assure that your clients not only have the correct coverage, but that you have the insurance documents you need to get your loans approved by underwriting.


  • Responsive

We alleviate the concern that the insurance documents will hold up the approval process by reaching out immediately to your clients.

  • Client Focused

Like you, we want to make sure every customer has the product that’s right for them. We will assess your clients’ exposures and offer the best combination of coverage and price to meet their needs. Honest, up-front communication…no surprises.

  • Debt to Income

Not every loan is without challenges…WE GET IT! Oftentimes the insurance component can make or break a deal. We will work with you to overcome this obstacle.

  • Credit Concerns

Credit plays an important role in the insurance world too. We have markets that can assist when credit issues arise.

  • Values

Loan Values, Market Values, Tax Values…Replacement Values. We understand them all and will make sure your clients do as well.

  • Closing Follow Up

We will follow up to make sure your closings take place. If there is a change, we will issue a new binder reflecting the amended closing date and get it to you promptly.

  • 11th Hour

Ever have a client fail to provide the appropriate insurance documents as promised? We’ve saved countless deals with a simple phone call…even from the closing table.

  • Time Frames

We truly understand the phrase “time is of the essence” in the mortgage world. Our goal is to contact your client and provide a quote in the same day. We want you to be able to check “hazard insurance” off your list as early in the process as possible.

  • We Follow Your Lead

No one knows your clients better than you. We will accommodate ANY special communication instructions that you have regarding your clients.

  • Partnership

In addition to taking exceptional care of your clients, our goal is to make you proud to be a business partner with SouthLake Insurance. We want to serve as a trusted insurance resource for you and your customers, whether we write their business or not.

SouthLake Insurance is an independent insurance agency with the flexibility to research the rates and coverage options from several top rated insurance companies. We do the shopping and find the best policies and prices for your customers.

We are in the business of helping you build yours!Let’s talk about how we can fit into your current process, and help you get loans approved faster.

Give us a call at 704-714-1111, or email us at

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