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Mortgages. Money. Life.
A podcast for the Mortgage Professional who wants it all.
This industry is notorious for adopting the "grind harder, sleep less, sacrifice everything" mindset when it comes to working to build something worth being proud of. What if you DIDN'T have to sacrifice everything, but you could build something that impacts the lives of others and allows you to live a life of freedom?
Trevor Hammond, industry veteran and forward-thinker, shares tactical strategies for Mortgage Professionals to get more mortgages, adopt better money strategies and live a life they can be proud of. Listen with an open mind and learn how you can change your way of living and doing business.
This, is Mortgages. Money. Life.
Mortgages. Money. Life.
How to Not Screw Your Clients Over During the Mortgage Process
It's easy to intake an application, calculate DTI and hand out a Pre-Approval letter based on income, assets and liabilities. What moves you to the next step of being a Mortgage Advisor is finding out if that mortgage or home is suitable for the client. What are their current and long-term goals with finance and real estate? Do they have kids they want to send through college in the next few years? Is this loan helping them with the leverage and financing they need to achieve those goals?
Going from a place of eligibility to suitability will, rest assured, move you closer to being a Mortgage Advisor rather than just another Loan Officer. During this episode, we talk about the different aspects that take a client from eligibility to suitability and how you can start to implement these things into your mortgage practice.
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Trevor & Val