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Where Success Happens

Where Success Happens. There is no way to do a refinance unless there is first a purchase! Everything rises and falls on PURCHASE loans!. Where Success Happens. The Circle of Cash Flow. Borrower. Borrower. Borrower. Borrower Universe. Borrower Universe. Borrower. Borrower.

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Where Success Happens

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  1. Where Success Happens Business Development 102: Turning REFI’s into Purchases There is no way to do a refinance unless there is first a purchase! Everything rises and falls on PURCHASE loans!

  2. Where Success Happens Business Development 102: Turning REFI’s into Purchases The Circle of Cash Flow Borrower Borrower Borrower Borrower Universe Borrower Universe Borrower Borrower Borrower Borrower Borrower Borrower

  3. Where Success Happens Business Development 102: Turning REFI’s into Purchases The Circle of Cash Flow Listing Agent, Builder Other Seller Borrower Universe Borrower Universe Borrower Banks/ Credit Unions Employer Accountant Financial Planner Estate Planner

  4. Where Success Happens Business Development 102: Turning REFI’s into Purchases 5 Strategic Moves To Turn REFI’s into Purchases! Conduct a thorough Mortgage Planning Analysis. Place the 24-hour referral call Cross-sell the borrower’s agent Ask the “Dreams” question Send the Advisor to Client intro letter

  5. Where Success Happens Business Development 102: Turning REFI’s into Purchases

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