Learning Objectives
– Merge the theory introduced in the previous chapters with the mortgage brokerage practice
– Explain how to conduct an initial client interview to obtain the information needed to match a client to an appropriate mortgage product
– Discuss the actions that a mortgage broker might take to make an informed recommendation about mortgage product alternatives
– Explain mortgage application best practices
– Describe what is involved in pulling a clients credit report
– Discuss the post-closing steps in the mortgage process
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