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Passionate Loan Process for (Client) LO Processor Referral Source Loan Number Purch / Refi 1st / 2nd Owner / NOO SFR / 24 Unit / PUD / Condo Closing Date PREQUAL LO Receive Referral for a new client.

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Of the Four C's of Credit, capacity is often the most important. Capacity refers to a borrower's ability to pay back his/her loan. Obviously, your ability to pay back a loan is an important factor for a lender when considering you for a loan, but different lenders will measure this ability in different ways.

Always do your homework and offer multiple loan options. ... Make sure you respond to emails and phone calls in a timely manner. ... Never skip over the details of loan products, fees or services. ... Avoid rushing your clients. ... Provide proof of your success. ... Never push for a loan that's outside your client's comfort zone.

Social Media Marketing Choose Your Social Platform. The most important type of marketing you can do is to your existing customer base. ... Give Your Content a Personal Touch. ... Start a Blog or Vlog. ... YouTube Channel. ... Segment Your Email Database. ... Send Client-Specific Emails. ... Start a Podcast. ... Host Client Appreciation Events.

There are six distinct phases of the mortgage loan process: pre-approval, house shopping; mortgage application; loan processing; underwriting and closing....It's good to have dates, amounts and causes for any of the following: Bankruptcies. Collections. Foreclosures. Delinquencies.

Note: This is one of five blogs breaking down the Four Cs and a P of credit worthiness – character, capital, capacity, collateral, and purpose.

The five Cs of credit are character, capacity, capital, collateral, and conditions.

Standards may differ from lender to lender, but there are four core components — the four C's — that lender will evaluate in determining whether they will make a loan: capacity, capital, collateral and credit.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232