Module One: The Perfect Mortgage Planning Meeting

Included In This Module:

  • The proper way to get a client or realtor to introduce you (joint text message)
  • How to respond to that text
  • The initial “same day” call from text intro
  • The initial email to send to client
  • The initial report to send to client (mortgage coach)
  • Our “wow” pre-approval process checklist
  • The perfect mortgage planning meeting leveraging financial literacy
  • How we follow-up until mutual