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Clients Source ((Create Communication Card on Trello (Get Important info…
Clients Source
Create Communication Card on Trello
Get Important info for Pre-Qualification
Onboarding Call
Fill out New Clients Form (Google Form)
Zapier Integration
Realtors
Advertising
Workshop
Open House
Business Partners
Family and Friends
Referred by Clients
Old Clients Possible Refinance
General SOP
Create Client Card on Trello
If you have enough info. Pre-Qualification and Welcome E-mail.
If you don´t have enough info.
Welcome E-mail
Pre-Qualification.
Blink Application
Send Documents and verify information.
Send Documents
Pre-Approval
Follow Up Borrower and Referral Partner
Move on with the Refinance
Submit to Underwriting
First Approval
Approved with Conditions
1 more item...
Purchase Contract
Inactivity
Follow Up and Update referral partner