About Highland Park's Figueroa Boulevard

Retention is key in this business. Here is a brief list of things I have done over the years and have earned repeat business / referrals. The Dont`s section are things i have seen many other loan officers who i have seen come and go actually do.

Do`s: Follow Up------ Return Phone Calls ------------- Talk to Clients with the respect they deserve ----------- ask for referrals -------------------- after closing send a thank you card / gift ------------- Inform clients of changes in their transaction --------------- schedule an appraisal ASAP ----------- Provide signed disclosures -----Fill out a COMPLETE 1003 -------- Include a GFE will all title and escrow fees ----------- Give a client a estimated close date

Dont`s: Disclose a rate you know you can not get -------------------- fail to inform clients of rate buydowns ------Assume too much--------------- bait and switch-----------------Wait four days to return a clients phone call--------Lie----------------------- Give misleading info about the loan the client is pursuing-------- Give a client a payment you know they can NOT afford even with a miniscule amount of cash out ------------------

These are a few things i can think of off the top of my head, feel free to chime in with yours