Eliminating Unpleasant Loan Surprises By Getting All The Information The Loan Application Fails to Ask Up Front

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If you’re sick of unpleasant surprises that come up because of questions the loan application fails to ask, grab The Purchase Optimization Tool to discover any issues up front, and coach your borrowers to a smooth, hassle-free transition.

What People Are Saying

WE CAN HELP

Have you:

  • - Had an inconsistent flow of referrals/leads coming into your business?


  • - Tried to run your own Facebook or Google Ads and not seen any results?


  • - Worked with other “Marketing Pros” and been less than impressed?


  • - Eager to grow, but struggling to pick the strategy that will work best for you?


  • - Struggled to close sales on cold leads coming in?


If that sounds familiar, we can help. If you still aren’t sure and are thinking, “I hope this works” or “I don’t want to waste my money,” not to worry. If we can’t get you awesome results, we’ll give you a full refund AND you can keep any tools and skills you’ve received.

SUPPLEMENTAL QUESTIONS

Dive Deeper Than The Loan Application - Get a Better Understanding of:

IRS Payment Plans (Amounts, If Automatically Deducted From Bank Account)

Recent Forbearances or Loan Modifications

If You’re Client Has Co-Signed for Anyone and For What Debts

Alimony and/or Child Support

Self-Employed Borrowers

If Client Wants to Hold Title in a Trust

ASSETS GAME PLAN

Clarity Around Which Funds Are Intended to be Used

Dive Deeper Than The Loan Application - Get a Better Understanding of:

If Retirement Accounts will be Involved in Transaction

If Gift Funds will be Used

If Funds From a Business Account Will be Used

Recent, Large Deposit Activity

Self-Employed Borrowers

Source of Earnest Money Deposit

BEST FINANCIAL PRACTICES

Coaching Clients on Their NOT-TO-DOs - Coaching Clients on What Not-to-Do Pertaining to: 

Credit, credit cards, and large purchases

Gift funds

Selling large ticket items and using undocumented funds

Changing employment

If Client Wants to Hold Title in a Trust

TRANSACTION PRESCRIPTION

Coaching Clients on Their TO-DOs - Coaching Clients on What To-Do Pertaining to:

Initial Disclosures

Escrow Paperwork

Insurance Policies

Using Gift Funds

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Get the free guide on how to reduce a borrower’s debt so they have an acceptable debt to income ratio.

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Front2Fund

Lite System

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If you’re sick of unpleasant surprises, and want to increase your ROI by spending less time on each file, get the Front2Fund Lite system today.

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