Your local concierge for insurance and so much more. Serving Roanoke, VA and beyond

Mortgage Lenders

A Reliable Insurance Partner for Your Lending Team

Deadlines matter in real estate. Our team delivers accurate insurance documents quickly, communicates clearly, and makes sure nothing on the insurance side slows your deal down.

Insurance professional meeting with lending team

Working With Lenders

Smooth Closings Start With the Right Insurance Partner

Deadlines matter, and so does accuracy. Epic and Easy works closely with lenders and processors to ensure insurance documents are delivered quickly and correctly while maintaining clear communication throughout the process. From first-time homebuyers to complex investment properties, our goal is to make the insurance process smooth, efficient, and dependable for both your team and your clients.

  • 30-plus carriers, one trusted agent
  • Real answers, no automated lines
  • Experienced team serving Virginia
  • Coverage for individuals and businesses

How It Works

Simple, Fast, and Built Around Your Timeline

1

You Make the Introduction

Refer your client to us and we will take care of it from there. No hand-holding required on your end.

2

Our Team Handles the Insurance

We work directly with your client to get the right coverage in place quickly and accurately, keeping your team informed along the way.

3

Documents Delivered on Time

Binders, evidence of insurance, and any documentation your team needs arrive promptly so your closing stays on track.

Insurance advisor meeting with a couple to review documents

What We Take Off Your Plate

Less Back and Forth. More Closed Deals.

We handle the details so your team doesn't have to chase them down.

  • Evidence of insurance and binder requests
  • Last-minute coverage needs before closing
  • Flood zone determinations and flood insurance
  • Investment and rental property coverage
  • Communication directly with processors and closing teams
  • Policy updates and lender requirement changes
Learn More About Our Agency →

The Right Coverage for Every Transaction

Whether it's a straightforward purchase or something more complex, our team handles the full range of personal and investment property insurance that comes up in mortgage transactions.

Homeowners

Flood

Landlord

Umbrella Policies

Vacant Property

Everything You Need to Know About Working With Us

Smiling insurance support professional in a modern office
How quickly can you turn around a binder or evidence of insurance?

In most cases the same day. Our team understands closing timelines and prioritizes lender document requests accordingly.

What if my client already has insurance with another carrier?

We can review their existing policy to confirm it meets lender requirements and address any gaps before closing.

Can you handle flood insurance if the property is in a flood zone?

Yes. Our team works with both NFIP and private flood insurance carriers and can move quickly when a flood determination comes back.

Do you work with investment properties and landlord coverage?

Absolutely. We regularly handle coverage for rental properties, multi-unit buildings, and real estate investors across Virginia.

How do we start sending referrals?

Just reach out directly. Our team makes it easy to set up a working relationship and will make sure your clients are taken care of every step of the way.

What if a deal has a tight deadline and we need coverage fast?

Call us directly. We understand urgency and will do whatever it takes to get the right documentation in place without sacrificing accuracy.

Coverage You Can Count On.
An Agent You Can Trust.

Mortgage Lender Partnerships

Let’s Work Together

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