I've been working on streamlining my client management system and wanted to share my updated check list with you. This is our master list of items to do on each new loan. Some things don't apply in each situation, but we simply delete those lines.
Processing Content
This is a tremendous help to the work-flow so between
Application Checklist
- Homeowners insurance
- Thanks for applying−Handwritten note
- Referral source and agent info into Point
- Letter to seller
- Intro email and missing items email to borrower
- Intro email to listing and buyer’s agent
- Listing agent note and gift
- Homes for Heroes?
After Closing Checklist
- Disbursement date:
- Thank you and gift to borrower
- Thank you to buyers agent/ referral
- Thank you to listing agent
- Set up in Velma
- Two-question survey and testimonial request
- Add to birthday list
- Returned survey? Date:
