When a letter/email generates a lead to a call:
- Search and retrieve the PDF of the letter mailed to borrower
- Use a questionnaire to gather information
- Discuss loan options, current rates, and rebates
- Use a pre-designed email template to:
- encapsulate your discussion,
- to provide a link to your mortgage application,
- to provide list of documents needed for submission
- Attach a loan cost estimate and email
- Send a text to borrower to check spam, if email is not received