How to Not Screw Your Clients Over During the Mortgage Process
Description
It's easy to intake an application, calculate DTI and hand out a Pre-Approval letter based on income, assets and liabilities. What moves you to the next step of being a Mortgage Advisor is finding out if that mortgage or home is suitable for the client. What are their current and long-term goals with finance and real estate? Do they have kids they want to send through college in the next few years? Is this loan helping them with the leverage and financing they need to achieve those goals?
Going from a place of eligibility to suitability will, rest assured, move you closer to being a Mortgage Advisor rather than just another Loan Officer. During this episode, we talk about the different aspects that take a client from eligibility to suitability and how you can start to implement these things into your mortgage practice.
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Trevor & Val
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United States
