『287: Your Pre-Approval Playbook...Without the Chaos』のカバーアート

287: Your Pre-Approval Playbook...Without the Chaos

287: Your Pre-Approval Playbook...Without the Chaos

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In this episode, I discuss the inefficiencies in the mortgage pre-approval process, and share the best practices to streamline it, emphasizing the importance of understanding the client journey, optimizing lead intake, and conducting effective discovery calls. I also highlight the significance of following-up, presenting proposals, and the necessity of having a structured approach to client communication.

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