Have you have ever heard of the Page 5 of the 1003? Of course you have. According to Tim Braheem, he and his clients complete a "questionnaire" that he calls PAGE 5 OF THE LOAN APPLICATION. This powerful tool has shifted his business from GOOD to GREAT!
Now, I propose that loan officers have a Page E (for EXPECTATIONS) of the 1003. It’s a list of questions to ask your clients prior to completing the 1003 so not only you know what they expect of you—but what you expect of them.
With this product, we've combined Page 5 of the 1003 with Page E of the 1003 which has 17 very specific questions for you to ask clients even before you begin the loan process.
You may even wish to consider asking some of the questions on PAGE E of the 1003 over the telephone, prior to them making an appointment. This could eliminate their frustration with their ability to find a lender because I will bet you that no other lender will take the time to ask them the “expectation” questions.
This combo of Page E & Page 5 of the 1003 is emailed to you at the address you provide upon checkout. Your order confirmation will contain the link to download the material. If you haven't received your order confirmation containing the link within 24 hours, please check your spam folder. Call 1-800-535-3343 with any questions.
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