Streamline your closings with these tips for borrowers.

Getting borrowers preapproved for a mortgage is no easy task, but helping them understand their finances in the “quiet period” will benefit both parties. As you know, every financial decision your borrowers make during this time period impacts the closing process, so help set them up for success and ensure a quicker time to revenue in the process. 

Educate your borrowers and prospects at the start of the home-buying process, and they’ll thank you for it!

Four things not to do after mortgage preapproval:

  • Don’t apply for new credit.
  • Don’t miss credit card and loan payments.
  • Don’t make large purchases.
  • Don’t switch jobs.

As your strategic business partner, Confluent Strategies takes pride in offering educational resources and other “extras” to use in your employees’ training and continuing education at no additional cost to you. We want what you ultimately want—to increase your revenue. That’s what we’re here for. 

We hope your team will find this resource helpful as you work to help borrowers secure mortgages and grow your book of business.