Mortgage Marketing Tips: #51
Marketing, Training and Lead Generation for Mortgage Brokers and Loan Officers

More Underwriting Tips

- Inspect, don't expect. Don't just shove the docs the client gave you into the file and assume they say what you were told. Look at all the docs your client gives you before sending it to underwriting. Un-clutter the file by removing any items that are unnecessary.

- Develop a basic understanding of how to read an appraisal and review each appraisal before sending it to underwriting. Often you can avoid delays by spotting errors or problems in the appraisal and having them corrected before sending it to underwriting.

- Some lenders have slightly different standards or interpretations of the guidelines. Learn which lender is best to work with under different scenarios.

- Most of the errors that are made in getting loans approved are common errors. Learn from your mistakes and set up checklists or other reminders so that you don't keep repeating them.

- If you don't know something, ASK. No one knows everything and you learn something new in this business every day.


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(Mortgage Marketing Training and Lead Generation for Mortgage Brokers and Loan Officers)



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