Ask A Broker 007: How Do You Present Commitment and Admin Docs to Clients?

Scott Peckford and Dustan Woodhouse Answer Your Mortgage Broker Questions

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In what order do you have clients sign documents? Smallest first? Larger docs first?

Protip: put the MPP document first. It’s an in-depth conversation. It’s not revenue, it’s protection for the client.

If you’re emailing documents, think about the timing of sending the documents to clients.

Books

• The Ultimate Sales Machine
• The Millionaire Real Estate Agent
• The One Thing
• Rework

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