WATCH

▶️ ⁠Watch this episode on YouTube⁠

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EPISODE DESCRIPTION

This is the second episode in our Perfect Loan Process series, an overview of the Lead Consultation Process. How a lead is received, tracked, and managed.

Listen to the complete series here:

Part 1 - The Perfect Loan Process⁠

Part 3 - Document Collection & Pre-Review Process⁠

⁠Part 4 - Review Summary and Strategy Process⁠⁠

⁠Part 5 - Planning & Strategy Session⁠

Part 6 - Live Deal and to Approved Stage

Part 7 - Broker Complete to Funded

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CONNECT WITH THE SHOW

🎙️ The Mortgage Broker Podcast Podcast: ⁠@abetterwaymortgage⁠

📺 The Mortgage Broker Podcast YouTube: ⁠@MortgageBrokerPodcastNetwork⁠

📝 The Mortgage Broker Podcast Blog: ⁠@ABWMedia⁠

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CONNECT WITH THE HOSTS

📋 Dean Lawton's LinkedIn: ⁠⁠@DeanLawton⁠⁠

📋 Deryk Williamson's LinkedIn: ⁠⁠@DerykWilliamson⁠⁠

📋 Jason Marshall's LinkedIn: ⁠@JasonMarshall⁠

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CONNECT WITH A BETTER WAY MORTGAGES

🔗 A Better Way Mortgages Website: ⁠www.joinabw.ca⁠

📸 A Better Way Mortgages Instagram: ⁠@abetterwaymortgages⁠

📋 A Better Way Mortgages LinkedIn: ⁠@ABetterWayMortgages⁠

👥 A Better Way Mortgages Facebook: ⁠@ABetterWayMortgages⁠

📬 A Better Way Mortgages Tuesday Mortgage Memo: ⁠@ABWTuesdayMortgageMemo⁠