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THE MID-PROCESS SURVEY

 

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THE REFERRAL IS RECEIVED

THE PRE-CONSULTATION WORKSHEETS

REVIEWING THE DOCUMENTS (PART 1)

REVIEWING THE DOCUMENTS (PART 2)

REVIEWING THE DOCUMENTS (PART 3)

THE LOAN CONSULTATION

READY FOR PRE-APPROVAL

ACCEPTED OFFER

THE RE-CONSULTATION

LOCKING STRATEGY

P&C INSURANCE AGENT CROSS-SELL

THE LOAN IS APPROVED

THE MID-PROCESS SURVEY

COMMUNICATION & OPERATIONAL LETTERS

POST CLOSNG CROSS SELL

AFTER CLOSING FOLLOW UP

THE MORTGAGE REVIEW

FINANCIAL ADVISOR REFERRALS FROM THE 1ST 2 PAGES O A TAX RETURN

HOW A FIRST TIME HOMEBUYER GETS THEIR FULL CORE7 TEAM IN PLACE

 

 

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