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Ep. 48 | Tactical Strategies to Optimize Your Workflow with Sam Rosenblatt

The 360 Experience

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Optimizing Workflow and Communication in the Mortgage Industry

This chapter covers practical strategies for mortgage professionals on enhancing workflow efficiency and maintaining effective communication with clients and referral partners. It emphasizes the importance of structuring loans creatively, understanding underwriting guidelines and deal structuring, and being a reliable resource for borrowers. The speaker also discusses the utilization of voice broadcasting for personalized client communication and the significance of a well-structured team to streamline processes and improve customer service.

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