FINANCIAL ADVISOR REFERRALS FROM THE FIRST 2-PAGES OF THE 1040
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 APPROVEDTHE 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
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