Premium Broker Blog
 

June 9, 2018

Broker Tools - Foreseeable Changes

It is the role as a responsible lending broker to understand the clients current and future cashflow. this means you to discuss with your clients if they expect changes in their current situation.  This can include:

Audits
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June 8, 2018

Broker Tools - Verifications

How, Where and When did you interview the client. You need to be able to find out this information quickly and easily.  The Verifications Completed section will help you document all these requirements.  

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