{"id":11841,"date":"2017-08-22T20:42:37","date_gmt":"2017-08-22T20:42:37","guid":{"rendered":"https:\/\/www.process.st\/templates\/the-ultimate-mortgage-lead-loan-process-checklist-copy\/"},"modified":"2024-02-28T20:45:51","modified_gmt":"2024-02-28T20:45:51","slug":"the-ultimate-mortgage-lead-loan-process-checklist-copy","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/the-ultimate-mortgage-lead-loan-process-checklist-copy\/","title":{"rendered":"The Ultimate Mortgage Lead & Loan Process Checklist (Copy)"},"content":{"rendered":"
\n

1. New Lead Received <\/h2>\n
\n
    \n
  • \n
    \n
    \n 1\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Call lead within 1 hour\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 2\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Send text message if not reached\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 3\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Send email with request for phone appt\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 4\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Add lead to CRM\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 5\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Email\/text referral source to thank them\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 6\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Start automated lead email sequence\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 7\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Team member calls lead to get online application\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 8\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Introduction call to build rapport and request they complete the online application\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 9\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Call 3-4x on day 1 until you reach them\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 10\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Call again on day 2 if not reached\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 11\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Call again on day 3 if not reached\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 12\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Call again on day 4 if not reached\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 13\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Call again on day 5 if not reached\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 14\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n ONCE REACHED...\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 15\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Add on facebook\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 16\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Email follow-up to conversation with video introduction\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 17\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Interview client (assess needs\/pain)\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 18\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Determine if they'll apply and how (phone, online, in-person)\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 19\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Add "Note" in CRM w\/ details of your conversation\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
    \n

    2. Application Completed <\/h2>\n
    \n
      \n
    • \n
      \n
      \n 1\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Pull Credit\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 2\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Review 1003 for completion\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 3\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Open a new email and start a checklist of missing information from 1003\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 4\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Prepare fees\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 5\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Request Disclosures\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 6\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Download wet sign disclosures and attach to email\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 7\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Write processing\/underwriting cover letter and add to checklist as needed\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 8\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Update referral source that application has been completed\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 9\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Mail welcome letter with biz card(s)\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 10\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Update CRM with relevant notes\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
      \n

      3. Client Docs Received <\/h2>\n
      \n
        \n
      • \n
        \n
        \n 1\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Review documentation to ensure everything was received\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 2\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n ASSET STATEMENTS\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 3\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they send 2 months bank statements with all pages (even blank ones)?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 4\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Is anyone else on the statements that needs to sign a 100% access letter (non-borrowers)?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 5\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Are there any large deposits that need sourcing (50% of monthly income or more)?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 6\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n If yes, provide documentation and letter to support\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 7\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n PAYSTUBS\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 8\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they provide paystubs covering the most recent 30-days?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 9\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Are there any garnishments on the paystubs?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 10\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Does the YTD Income match up to the hourly wage X 40 hours X 52 weeks \/ 12 months? In other words, are they averaging 40 hrs per week?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 11\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Do they have any bonus or overtime income that may be usable?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 12\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n If yes, find out if there's a 2-year history (Order WVOE or get last paystub of previous 1-2 years)\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 13\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Last two years W2's\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 14\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Does the W2 income for the past 2 years line-up with what's on the tax returns?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 15\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n TAX RETURNS\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 16\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Are there any 2106 expenses (unreimbursed employee expenses)?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 17\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Is there Schedule C or Schedule F income?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 18\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n SELF-EMPLOYED?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 19\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they provide 2 years K1's?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 20\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n If K1's show more than 25% ownership in the business, did they provide 2 years business tax returns?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 21\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Are there any, "Notes Payable" due in less than a year?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 22\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n RETIREMENT INCOME\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 23\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they provide a Social Security Award Letter?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 24\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they provide a Pension Statement (all pages) with terms of pension payments?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 25\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n ALIMONY\/CHILD SUPPORT\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 26\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n If they receive alimony and\/or child support, did they provide a complete copy of the divorce decree?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 27\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they provide proof of receipt of the 3 most recent payments?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 28\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n If paying, did they provide proof that payments are current?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 29\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n DIVORCE\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 30\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they provide a COMPLETE copy of their stamped as filed divorce decree?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 31\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n VA LOANS\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 32\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they provide a copy of their DD214?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 33\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n BANKRUPTCY\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 34\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they provide a complete copy of their bankruptcy paperwork?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 35\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they provide a copy of the stamped discharge letter?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 36\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n GIFT\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 37\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n If receiving a gift, did you request a gift letter? Did they provide it?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 38\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n FORECLOSURE\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 39\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Did they provide the foreclosures discharge paperwork?\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 40\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Scan client documentation into system\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 41\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Update 1003 with information gathered from client docs\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 42\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Email client to request missing or additional documentation\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 43\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Update CRM with relevant notes\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
        \n

        6. Contract Received <\/h2>\n
        \n
          \n
        • \n
          \n
          \n 1\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Updated 1003 with details of purchase agreement\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 2\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Review contract for missing pages or addendums\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 3\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Rerun AUS\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 4\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Email real estate agent to confirm price, terms, dates, contact info, etc.\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 5\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Add real estate agents to your CRM\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 6\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Add important notes to CRM\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 7\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Order loan disclosures and send to client via their preferred method\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 8\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Send letter of introduction to listing agent\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 9\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Call listing agent to congratulate them and let them know you'll stay in touch\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 10\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Contact client to discuss rate and try to lock them\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 11\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Send hand-written card to referral source\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 12\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Send client congratulatory gift\/card\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 13\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Review client documentation and request updated docs if needed\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 14\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Team orders Appraisal, Title, VOEs, Tax Transcripts and Supporting Docs\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 15\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Pull property profile\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 16\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Pull county property taxes\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 17\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Contact escrow company for fee estimate\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 18\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Send email to real estate agents reminding them of the need for carbon monoxide detectors, smoke detectors and hot water straps\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 19\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Submit all client documentation to loan processor\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 20\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Update all parties that contract has been received\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 21\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Update CRM with relevant notes\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
          \n

          10. UW Approved <\/h2>\n
          \n
            \n
          • \n
            \n
            \n 1\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Review conditions keeping an eye out for UW misunderstandings\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 2\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Look for UW conditions for documentation that was already submitted...and inform UW they already have it\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 3\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Email client list of new conditions, explain "why" you need them and express time-sensitivity for returning them\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 4\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Update both real estate agents with status\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 5\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Add any important notes to CRM\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 6\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Check on vendor status (title, escrow, insurance, etc)\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 7\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Inform buyer of next step in the process, setting proper expectations\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 8\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Update CRM with relevant notes\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
            \n

            16. Loan Funded <\/h2>\n
            \n
              \n
            • \n
              \n
              \n 1\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Call client and congratulate them\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 2\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Call both real estate agents\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 3\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Send email to client asking for online reviews\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 4\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Initiate "post-closing" email campaign\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 5\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Update CRM with relevant notes\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 6\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Send handwritten thank you card\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 7\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Send handwritten letter to listing agent thanking them for a good transaction and requesting a meeting\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 8\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Set reminder to follow-up with listing agent in 4-5 days to set meeting\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 9\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Call referral source and thank them again\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 10\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Contact buyer's agent and thank them for a good transaction\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 11\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Advertise "another loan closed" on FB and other social media\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

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