THE CORE7 MORTGAGE ORIGINATION PROCESS
From when a referral is received all the way to the annual mortgage review.
THE REFERRAL IS RECEIVED
Sending out the Pre-Consultation Worksheets. Including the upfront scripting to introduce your team & to endorse the referral source.
THE PRE-CONSULTATION WORKSHEETS
The questions that are not on a typical loan application that can make all the difference.
HOW TO USE THE INFORMATION ON THE PRE-CONSULTATION WORKSHEETS (PART 1)
All possible responses to the Pre-Consultation questions
HOW TO USE THE INFORMATION ON THE PRE-CONSULTATION WORKSHEETS (PART 2)
All possible responses to the Pre-Consultation questions
HOW TO USE THE INFORMATION ON THE PRE-CONSULTATION WORKSHEETS (PART 3)
All possible responses to the Pre-Consultation questions
HOW TO CONDUCT THE MORTGAGE CONSULTATION
How to execute on the information obtained in the Pre-Consultation Worksheets.
THE RIGHT WAY TO ISSUE A PRE-APPROVAL OR PRE-QUALIFICATION
Do it right and set u your on-going "STAY-IN-TOUCH" Marketing
STEPS TO TAKE WHEN AN OFFER IS ACCPETED
Learn how to reduce rate shopping when a client has an Offer To Purchase Contract
HOW TO CONDUCT THE RE-CONSULTATION
This is the right way to present options to a client & use "Presentation Software" MORTGAGE COACH
HOW TO DISCUSS "RATE LOCKING" THE RIGHT WAY!
Avoid confusion about rate locking & your clients rate locking strategy.
HOW TO INTRODUCE YOUR P&C INSURANCE AGENT THE RIGHT WAY!
Introduce your team at the right time in the process!
HOW TO OBTAIN CORPORATE LUNCH & LEARNS
How to deliver loan approval & become the "Preferred Lender" at your clients company
HOW TO CONDUCT THE MID-PROCESS SURVEY
Learn how to use the MID-PROCESS SURVEY to add value, ask for referrals, & generate outgoing referrals for your partners.
THE RIGHT WAY TO UPDATE YOUR CLIENTS & BUSINESS PARTNERS DURING THE PROCESS
How to use The Core7 Operational Letters
THE POST-CLOSING CALL
Add value to your clients & generate referrals for your Financial Advisor Partners.
HOW TO STAY IN TOUCH WITH YOUR CLIENTS
Don't lose any clients. Stay in touch the right way & help your clients get their entire financial house in order.
THE MORTGAGE REVIEW
The best way to stay in touch and add value to your clients, introduce your valuable service partners.
BONUS: Financial Advisor Referrals From The 1st Two Pages Of A 1040
Easy referral opportunities on Tax Return