Written By: Karen Deis, with contributing data from Cindy Douglas, President of the CD Consulting Group (email Cindy at cindy@cd-consultinggroup.com) and David Jaffe, Loan Originator, Chase Manhattan Mortgage, (email David at david@jaffeteam.com).
This is the second article in a 3-part series (click here to read the first article) on how to build a working database. The first article shared actual database screens that David uses to get a snapshot of past activities and conversations he has had. The screens we will share with you in this issue are called "Title Template"; "Employer Template"; and "Mid-Process Template".
Each database field will be explained along with the reason the information is important to you! As a subscriber, you can view and print each screen to help you in developing your own, living and breathing database.
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