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Agent Journey (Agent sends pre-approval link to new buyer client (Client…
Agent Journey
Agent sends pre-approval link to new buyer client
Client completes loan pre-approval application
Loan is pre-approved
Loan Officer sends Pre-Approval Letter to Agent
Agent begins Home Search with Client
Client's offer on home is accepted
Agent sends Loan Officer
Purchase Contract
Client submits loan approval documents to Loan Officer
Agent Receives loan approval Status Updates
1 more item...
Loan is not pre-approved
Loan officer notifies Agent and Client
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Client does not complete pre-approval application
Agent receives notification that client has not completed loan pre-approval application
Agent receives Keller Mortgage Approval Notification
Agent submits Keller Mortgage Application
Agent watches welcome to Keller Mortgage Training Video
Agent arrives at Keller Mortgage Agent On-boarding Page
Kelle notifies Agent that they are not yet Keller Mortgage Approved and is directed to Keller Mortgage Agent On-boarding Page
Agent receives Keller Mortgage Marketing and is directed to Keller Mortgage Agent On-boarding Page
KELLE
KM Website
KELLE
KELLE and Email
Blend/Encompass
KELLE and Email
Agent Keller Mortgage Approval