Episode 2 of the WOW Series. The systematic approach to wowing clients During the loan process: proactive updates, no surprises, and communication that makes borrowers and agents feel taken care of from contract to closing. Start with episode 1 for the Before phase, then episode 3 for After.
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Mortgage Planner Coaching with Brad Roche, The Mortgage Planner. Coaching, systems, and scripts for loan officers who want more referrals and more funded loans.