Do This to Be a Great Lender

Do This to Be a Great Lender

Here’s what separates a great lender from a mediocre one — and it happens after the loan is submitted. Once the loan estimate and disclosures go out, clients are staring at a giant sheet of numbers with no clue what it means. That’s where top-tier lenders step in. In this video, learn how to go above and beyond by walking clients through their loan estimate line by line using a Loom or screen recording. Clear communication builds trust, reduces confusion, and sets you apart. If you want to be the lender clients remember and refer, this is what you must do.

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