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287: Your Pre-Approval Playbook...Without the Chaos
Manage episode 520025593 series 3235177
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In this episode, I discuss the inefficiencies in the mortgage pre-approval process, and share the best practices to streamline it, emphasizing the importance of understanding the client journey, optimizing lead intake, and conducting effective discovery calls. I also highlight the significance of following-up, presenting proposals, and the necessity of having a structured approach to client communication.
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