Lending 101 w/ Bond Mortgage
August 13 @ 9:30 am - 10:30 am| Free
As your dedicated mortgage lender, we outline our approach to delivering a personal, consistent, and efficient experience for you and your clients.
1. Life of a Loan – We discuss the application process from referral to funding, focusing on the specific timelines necessary to meet our closing dates with maximum efficiency.
2. Pipeline Management – Now that we have reviewed our service level agreements, we outline our weekly communication and inspection routines. Each designed to promote a consistent homebuying experience.
3. Bridging the Gap – Throughout the life of a loan, there are specific milestones that require special attention to ensure continuity. We address each of them here to galvanize our partnership.
a. Pre-Application Process
b. Initial Application Best Practices
c. Underwriting Conditional Approval
d. Closing Disclosure Delivery
4. BOMO Application – To accommodate our clients seeking a digital experience, we provide a mobile application process, but the benefits don’t end with your client. During this portion, we review the loan level information available to you on demand.
5. Q&A Session – The floor is open for us to discuss current mortgage trends and answer your specific mortgage related questions.
Duration – 1.5hrs
Location – A Benchmark branch near you!