In the fast-paced world of real estate, time is of the essence. Every moment counts, and delays can jeopardize deals and leave clients feeling frustrated. That's why at Tag Lending Group, we're constantly striving to innovate and streamline our processes to ensure smooth and swift transactions for both realtors and their clients. We're thrilled to introduce our updated 14-day closing process, designed to enhance collaboration, transparency, and efficiency every step of the way.
Efficiency from Day One: Streamlined Initiation and Integration:
- At Tag Lending Group, we understand the importance of a seamless start to the loan process. That's why on Day 1, when the borrower initiates the process via a short intake form, our system springs into action.
- Documents are swiftly collected and pushed to HubSpot, our central hub for communication and organization. This triggers automated notifications to all parties, ensuring everyone is kept in the loop via email, text, call, and video.
Empowering Collaboration: Clear Communication and Organization
- Communication is key in real estate transactions, and our 14-day closing process prioritizes clarity and transparency from start to finish.
- During Days 1-2, our loan officer assistant takes charge, of compiling essential documentation and organizing files for loan officers. Meanwhile, our underwriters conduct a thorough review, providing submission approval and invaluable feedback for the next steps.
Seamless Progression: From Submission to Conditional Approval
- As the process moves forward, our dedicated processor steps in to keep things moving smoothly. Days 3-4 see crucial tasks such as ordering appraisals and obtaining insurance quotes.
- With automation seamlessly updating all parties on each milestone, everyone can track progress in real time, eliminating guesswork and uncertainty.
Client-Centric Approvals: Ensuring Satisfaction Every Step of the Way:
- When conditional approval is granted between Days 5-7, we ensure that all parties are involved in the final review.
- This open and collaborative approach not only speeds up the process but also instills confidence and peace of mind in our clients.
The Finishing Touches: A Swift and Successful Closure
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Finally, as we approach Day 14, the excitement builds as we reach the culmination of our journey: funding. With meticulous attention to detail, our team reviews the final closing disclosure statement with all borrowers, ensuring a smooth and successful closure.
The Finishing Touches: A Swift and Successful Closure
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Finally, as we approach Day 14, the excitement builds as we reach the culmination of our journey: funding. With meticulous attention to detail, our team reviews the final closing disclosure statement with all borrowers, ensuring a smooth and successful closure.
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Unlocking Real Estate Success:
Tag Lending Group's Client Funnel Retention Program
In this dynamic video, we break down the essential components of our intake form and showcase how it empowers you to understand your return on investment, lead sources, and client demographics. Discover how we harness this data to fine-tune your marketing strategy and drive impressive results.🏠🔑
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