May 30, 2019
Here is a system and process for your Mortgage brokerage!
Admin… So much Admin. Time to make your life easier by talking you through Active’s process to effective and efficient business and team. This 20-step process will help you systemise your business to have more time and less stress. I have had a big team, I’ve had a small team, I’ve seen what works and what doesn’t and so I created this process to make everyone’s life easier and to enjoy the journey more. If you enjoyed this episode, please subscribe and leave us a rating and we will see you next week!
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My 20 Step Process:
- New Leads.
- Strategy Call.
- Awaiting Documents Email.
- Market Research.
- Quote Sent.
- AIP
- Future Opportunity.
- Application Submitted.
- Out-Standing Documentation.
- Underwriting.
- Offer Issued.
- Sols Offer Rec.
- Sols Enquiries.
- Exchanged.
- Completed.
- Waiting Remo Review.
- Remortgage Review Email
- Remortgage Contact Made.
- Replaced.
- Archived.
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