A good old-fashioned checklist is one of the most useful tools to help complete a file. Checklists are easy to create, easy to use, can be implemented at any stage of a file, and are one of the simplest ways to make sure you get to ‘File Complete’ with the fewest...
The maturity date of your mortgage is fast approaching. The maturity of your mortgage gives you an opportunity to review your financial situation and make some decisions based on your financial goals and current situation. If you discussed an exit strategy with your...
Crafting a mortgage file for submission is an art, but did you know that your submission notes can be one of the most important parts of your deal? Thorough broker notes can lead to speedier approvals and a smoother underwriting process. Here are the top 5 things you...
The day-to-day life at a mortgage brokerage can be fast paced at the best of times. Once a last-minute purchase or urgent refinance is added to that mix, the pace can threaten to become hectic. Oftentimes, it is tempting in these situations to close that last-minute...
Client Interviewing Tips Starting out as a new Mortgage Agent, there is a lot of new information to take in and new processes to get used to. Learning how to conduct a thorough client interview and take a proper application is key to hitting the ground running. ...
