Where to start and what you will need
When should you start thinking about getting pre-approved?
What to expect and how to prepare
Paperwork, Credit, and More
Get everything in order and get pre-approved!
Where To Start?
WHERE TO BEGIN?
Start The Conversation
5 Things To Ask Your Client
Speak to your client and let them know we will be reaching out to them directly.
CLIENT FOLLOW UP
Encourage your first time home buyers to come in for a meeting
Lead is linked to you throughout the transaction so you get updates automatically
As soon as we have their information we call them, send them an application, and enter their information to the CRM.
Start to Finish
Our all-in-one digital platform for streamlining the loan process
Automatic updates make it easy for everyone on the transaction
Easy To Use System For Every Client
Secure Document Upload and Review
Account Check Integration
All Documents Will Be Needed During for Full Pre-Approval
Checkings/Savings Acct Statement (All Pages)
Investment/Retirement Acct - Quarterly Statement (All Pages
Social Security Benefits Letter
Alimony/ Child Support/ Divorce Decree
Upon request, a property specific letter will be generated and sent to you and your client
Continuous follow up with the client once pre-approved
Call to a listing agent is made when an offer is submitted
Every file is reviewed thoroughly and has a
Credit Issues: What-if Simulator
If Not Approved...