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Marketing Process Step By Step
1) Lead Comes in TO
office
iSoft Pull
2) Always Gather IncomE
Simple Income Calc
3) Do they Appear to Qualify For Mortgage?
Yes
Blend App
No
Credit Repair
(attach all iNfo received from Borrower and .Pdf of Income calc to Blend File
Realtor Drip Campaign
Credit DNA
In House
(Use info from Simple input income Calculation in email Body)
Notify Loan Officer
Set Appointment on Calendar
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