You when you’re chatting with someone and they say, ‘oh my gosh you want to learn about ABC, I have got to connect you Sally Sue, she’s my go-to person about ABC’ and then one of two things happens.

One, they send you a text with this person’s info or maybe they have a business card that they give you.
OR
Two, they start a text thread or email introducing you.

If you’re looking to actually take care of ABC, which do you prefer?

Us too. If you want to see the templates, we use you can grab them here.

Typically, this happens before* someone fills out an application.

It’s exactly what it sounds like, we ask a lot of questions to discover our clients’ goals, timelines and most importantly why they’re looking to do something now. By understanding all of that we’re able to thoughtfully put together strategies and options that are align with both their short-term and long-term goals.

After this call is usually when folks are filling out the application.

*We don’t have a hard and fast rule on this, if someone is excited and ready to get things going, they are welcome to fill out an application.

After they’ve completed the application and sent over all the necessary documents, we put together those strategies and options mentioned previously. Then one of two things happens…

Option one, we hop on a Zoom to go over what programs they qualify for plus the good, bad and ugly of each.

Option two, I record a Zoom going over the programs they qualify for plus the good, bad and ugly of each and they can watch it when it suits them.

Once they’re comfortable with all the numbers, then it’s time to either loop in their agent and start house shopping or time to do the refi.

By leveraging technology we have a detailed stay