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Taking App
Introducing Yourself to Agent/Source
Calling The Lead
Overcoming Objection
TBD
Pre-Qualifying
Income
Assets
Credit
Process
Programs/Products
Processing
Submission
Organization
Third Party Pulls
Closing
Submission
Expectations
Weekly tasks
Calendar Management
Tuesday Status Updates
Theme Days
Loan Process
Monthly Tasks
Coaching Homework
1st Payment Calls
Database Management
Realtor Relations
Prospecting
Gifting
Marketing
Marketing Requests
Marketing Credits
Expense Reports
Events
Misc.
Taking App
Introducing Yourself to Agent/Source
Calling The Lead
Overcoming Objection
TBD
Pre-Qualifying
Income
Assets
Credit
Process
Programs/Products
Processing
Submission
Organization
Third Party Pulls
Closing
Submission
Expectations
Weekly tasks
Calendar Management
Tuesday Status Updates
Theme Days
Loan Process
Monthly Tasks
Coaching Homework
1st Payment Calls
Database Management
Realtor Relations
Prospecting
Gifting
Marketing
Marketing Requests
Marketing Credits
Expense Reports
Events
Misc.
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