What to do when you have a lead...

You are responsible for the initial setup of the loans for your potential buyers:

• Gathering and submitting initial loan scoping questions
• Providing the loan application link and warm handoff to me
• Advising the borrowers of the income documents they will need to provide

From there, I will handle the loan process. When the loan has gone through the process and is ready to close, you are welcome to attend the loan closing where the borrowers will sign their final loan documents at title.

A warm handoff is when you introduce me to your potential borrower (either via text or phone call, followed by the introduction email). A warm handoff instills trust in the process that we will take care of them together. This will also boost the close rate of these loans substantially, as opposed to a cold handoff. While our process requires the warm handoff email, a joint phone call intro, followed by the email, is ideal. 

Occasionally a lead goes silent on me after they've been introduced. If that happens, I may ask you to jump back in and help me re-engage the lead. Other than that, we should be set once you pass the lead to me.