ASK THEIR GOAL

500k loan = $3600 mos piti (+3k tax refund) / Need to make around 100k to qualify (750k= 140-160k), condos drop buying by about 40k due to hoa fees).  

WE HAVE MORE OPTIONS

All the loan options:  fannie, fha, va, no down, self-employed deposits, buy rentals using rent income and many more.

QUALITY CONTROLS

We know how to get your home or rental done quickly and avoid surprises.

EDUCATION

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Add each new contact to crm immediately. Be sure and put the correct “category” (JOHN).

Use the company field to put in a short statement about the client. Can see this when you are on the contacts page.

Add the next task to remind you when to call again. Put notes in “extra details” log. (Put in 240201 for February 1.)

Always add a next task and assign a date. Sort your page by “due date”.

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If they need financing, refer to Tom (951-903-3883 or [email protected]) and Jason (562-1233-8564 or [email protected])