Refi Call Agenda : DFY Real Estate

Refi Call Agenda/Talking Points

Preparing for a Refi Review Call

During PMR (Property and Market Review) or other call when it makes sense do a refi review
Request recent mortgage statement and send it to Wendy
Wendy will create Refi worksheet and schedule call with client and AE
AE will fill in the remaining fields of refi worksheet

Refi Agenda

Review fields on refi worksheet to make sure client understands
Review interest rates for rate and term and cash out refi as applicable
Talk about 75% loan to value
Talk about new mortgage payment
Review cash flows on current property, how that will be impacted by a refi, and if buying another property how that new cash flow will affect overall portfolio cash flow
Talk about process and timeframes for doing a refi… what to expect
Create new task tracking potential new purchases or refi’s

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Refi Call Agenda/Talking Points

Preparing for a Refi Review Call

Refi Agenda

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