Critical Thinking and Problem Solving: Structuring a Loan Application

In a market with rates increasing, low housing inventory and limited refinance possibilities it is important to be objective and think critically as you objectively collect information, ask thoughtful questions and analyze possible solutions so that you can close more loans and increase customer satisfaction.

In the session we will:

• Review the importance of a complete application
• Highlight significant fields that impact loan programs
• Identify when and how a personal bias, emotion or assumption can limit your offerings to borrowers
• Stress how powerful research can be on offering a lending solution 

Learning Objectives: Learn the key fields and information that can impact your borrower's loan application.

Recommended Prerequisites: None