In this course, Ken and James discuss the initial steps for advising clients regarding program options, affordability, and potential scenarios. Aside from learning guidelines, this is the most critical education for any new loan originator. It is important to remember that when first interacting with a potential client setting proper expectations, giving the best first impression, and understanding their top priorities is the best way to prepare for the road ahead. The more “heavy lifting” done upfront, the smoother the process is for everyone downstream... including the client! Course
Runtime: 47m