Realtor “Loan in Process” Checklist

Contributed By: Terri Trotter Earley, WJ Bradley (Illinois)

At the Chicago 2013 Mortgage Girlfriends Mastermind Retreat, Terri shared the checklist she created as a guide on how she keeps the real estate agents updated throughout the processing of the loan.

Please feel free to add your own “points of contact” and be sure to share with your processor or your assistant to make sure everyone is on the same wave length.

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