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YOU (THE BANK (The bank will instruct the lawyer and wire transfer fund to…
YOU
THE BANK
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You receive a commitment from the bank, review rate, terms and conditions
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REAL ESTATE AGENTS
You receive MLS listing, an agreement of purchase and sale, amendments, waivers and clients contact info from the realtor.
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CUSTOMER
CUSTOMER CONVERSATION
You confirm the type of transaction: purchase, refinance,debts consolidation?
Your ask questions: client's goal, type of employment, downpayment, rate,term?
You book an appointment and hold a conversation with the clients. During the conversation, you are engaged in active listening and taking notes.
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You choose the lender, create an application in the Velocity and submit it to the
lender