Week Thirteen Action Sheet
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Question 1 of 3
1. Question
DO.
TAKE THE TIME NOW TO CONDUCT A ‘GOALS AND OBJECTIVES’ EMAIL PROFORMA THAT YOU WILL SEND TO YOUR CLIENTS FOLLOWING AN APPOINTMENT.
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This response will be awarded full points automatically, but it can be reviewed and adjusted after submission.
Grading can be reviewed and adjusted.Grading can be reviewed and adjusted. -
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Question 2 of 3
2. Question
CREATE.
A ‘RECOMMENDATION EMAIL’ FOR CLIENTS TO CAPTURE THEIR OPTIONS, LENDER RECOMMENDATIONS, COMPARISONS, TIMELINES FOR RECOMMENDED LENDER, ET CETERA.
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This response will be awarded full points automatically, but it can be reviewed and adjusted after submission.
Grading can be reviewed and adjusted.Grading can be reviewed and adjusted. -
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Question 3 of 3
3. Question
NOTE.
KEEP ALL EMAIL COMMUNICATION BETWEEN YOURSELF AND YOUR CLIENT – MOST AGGREGATOR SOFTWARE ALLOWS YOU TO DROP AND DRAG EMAILS, ET CETERA INTO CLIENT FILES ON THEIR CRM’S, SO USE IT!
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This response will be awarded full points automatically, but it can be reviewed and adjusted after submission.
Grading can be reviewed and adjusted.Grading can be reviewed and adjusted. -