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Referred For A Mortgage?
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Published on Nov 22, 2015
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PRESENTATION OUTLINE
1.
WHAT'S NEXT?
REFERRED TO DANIEL MATTHEWS FOR A MORTGAGE?
2.
DANIEL MATTHEWS
PURCHASE, REFINANCE & REVERSE MORTGAGES
3.
FIRST DANIEL WILL TALK WITH YOU
TO LEARN ABOUT YOUR PLANS & DREAMS
4.
HEIDI MATTHEWS
CLIENT RELATIONS / MORTGAGE LOAN PARTNER
5.
THEN HEIDI WILL TALK TO YOU
TO COLLECT YOUR FACTS & FIGURES
Photo by
mtungate
6.
GEORGE CHAPPELL
SENIOR FINANCIAL & CREDIT ANALYST
7.
FINANCIAL & CREDIT ANALYSIS
GEORGE & DANIEL WILL REVIEW YOUR INFORMATION
8.
A, B OR C
AND DETERMINE IF YOU'RE AN
9.
"C" MEANS NO FOR NOW
IT COULD BE A YEAR OR MORE BEFORE YOU'RE READY
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deeplifequotes
10.
TIME & EFFORT
WE'LL GIVE YOU A GAME PLAN - IT WILL REQUIRE
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supersum (off)
11.
"B" MEANS ALMOST READY
WE THINK YOU CAN GET READY WITHIN A FEW MONTHS
12.
YOU JUST HAVE TO FOLLOW IT!
WE'LL GIVE YOU AN ACTION PLAN
Photo by
Courtney Dirks
13.
"A" MEANS YOU'RE READY
NEXT STEP - GET READY TO APPLY!
14.
HEIDI WILL SEND A PREP LIST
AND SCHEDULE A MEETING WITH DANIEL
Photo by
Knight725
15.
FACE TO FACE
IT'S IMPORTANT!
Daniel will:
* Review your options
*Answer your questions
* Take your application
16.
NOW YOU'RE PRE-QUALIFIED
AND WE'RE ALREADY WORKING ON A FULL APPROVAL
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Biker Jun
17.
FOR YOUR DREAM HOME
WHILE YOU'RE OUT SHOPPING
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Stuck in Customs
18.
IMPROVES THE ODDS
WORKING WITH DANIEL & HIS TEAM
Photo by
symroe
19.
THE BANK'S PROCESS
20.
DANIEL'S PROCESS
21.
YOUR MORTGAGE TEAM
WE LOOK FORWARD TO SERVING YOU!
22.
Daniel Matthews
Cell (781) 910-5626
NMLS 8961
Direct Finance Corp.
40 Accord Park Drive, Suite 208
Norwell, MA 02061
781-878-5626
NMLS 1535
Daniel Matthews
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