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I Never Thought of That!

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Mortgage Professional America | 05 Nov 2012, 10:23 AM Agree 0
The affinity between Financial Planners and Lenders
  • William Matz | | 05 Nov 2012, 05:12 PM Agree 0
    This article hits the bullseye. Originators will maximize this approach if they have some cross-training in other financial fields (accounting, financial planning, tax, law, insurance) so that they can better recognize and suggest opportunities for the "liberated funds". I have successfully used this approach for over 20 years, after I became frustrated at how little planning was going on in the mortgage process.

    Other financial professionals are not close enough to the mortgage market to be aware of all the planning possibilities. Loan originators must fill that crucial role, but few have more than a very limited understanding of the non-mortgage financial fields.
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