TITLECAPTURE DAILY LENDER PLAYBOOK - MN TOP LENDER EDITION (PDF FORMAT)
TITLECAPTURE DAILY LENDER PLAYBOOK - MN TOP LENDER EDITION (PDF FORMAT)
Eight thirty AM - Pipeline Control (fifteen to twenty minutes)
Goal: Prioritize leads and prepare for the day.
Steps: One. Open your pipeline. Two. Identify hot buyers, refinances, stalled deals. Three. Generate Loan Estimate for hot or refinance leads. Four. Optionally generate Buyer Estimate for agent sharing.
Sample Script:
Sample Script:
Borrower: "Can you give me an idea of my cash to close?" You: "Absolutely! Here's a Loan Estimate via TitleCapture with monthly payments, escrow, and total cash to close. You can adjust it live if needed."