Ask for Their Mortgage Statement

I know most of your are exceedingly busy these days, so I’ll keep it short. In meeting with a colleague yesterday I realized that the easiest way for all of you to assist your clients in mortgage advise – is to ask for their mortgage statement. This single piece of paper will show a tremendous amount of valuable information in regards to their current loan needs – interest rate, length of time they have been in their mortgage, etc. I would be more than happy to help you all in evaluating the information – just send it over to me and I can do a quick analysis.

With the current refinance craze, we can add value to our client’s portfolios by looking at this additional piece of information.

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