The correct way to have a mortgage planning meeting.  What does a mortgage planning meeting with clients look like?  My guess is that you’ll be surprised, find out how I structure my planning meetings with clients to add maximum value to the home buying process. 

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This is the actual training and coaching I give to our branches and loan officers.  As we were hiring I realized that I was just repeating information every time we partnered with a new office. It started out as an internal database for our originators to use to grow their business but I quickly understood based on their reactions this could be so much more.

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