It helps us determine how much involvement from underwriter will be necessary We can determine what client should only take us a few minutes and reschedule We can focus on the clients that are ready We can invest more time with potential 300
€ There will be 4 different categories of clients; we will use this to determine how ready they are.
1. Level 1 Not ready and why? (MRK walk in- quote only no docs)
2. Level 2 - Ready- but difficult ( cant beat rate not too much savings)
3. Level 3 Ready- no negatives (regular walk in)
4. Level 4 Ready- Possible 300 BF and why?
Answer Anonymously
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