Scott Peckford and Dustan Woodhouse Answer Your Mortgage Broker Questions
Ask A Broker is sponsored by: Lendesk
Lendesk – the ultimate mortgage CRM for brokers. Lendesk is empowering mortgage brokers and lenders to modernize their business.
Sign up for early access to find out more.
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


Recent Comments