Step 1: Getting Started
Filling out your Client Profile
The point of the Client Profile is to get some general information about you, and to pull your credit. We want you to fill out the Client Profile painlessly and accurately, so below, is a video of me walking you through the questionnaire, emphasizing the important and not so important parts.
Conversation with Steve
Schedule an appointment with me and we’ll discuss your future home and your financial goals. If you haven’t been in contact with us already, you can schedule an appointment at mortgagecalendar.com. We will talk either face-to-face, over the phone, FaceTime, Skype, or we or can work something else put — whatever is most convenient for you. I am very excited to meet you!
Stay tuned! The rest of the steps are coming very soon.
Step 2: Building your team
Professional Partners QUESTIONNAIRE
Selecting a Realtor
Steve discusses the importance of selecting the best realtor for you. He also discusses some of the attributes of a top realtor, and how you can working with one if you are not already.