YES, I WANT TO WORK WITH YOU
NO THANKS, I'D RATHER DO IT MYSELF

THE MORTGAGE REVIEW

 

Start Here

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

Sign Up For Our 'Core7 Certification Course' and Build Your Real Estate & Financial Team!

Get started today before this once in a lifetime opportunity expires.

      DO YOU WANT OUR HELP GROWING YOUR BUSINESS?

      YES, I WANT TO WORK WITH YOU
      NO THANKS, I'D RATHER DO IT MYSELF