Refi Call Agenda/Talking Points

Refi Call Agenda/Talking Points

Preparing for a Refi Review Call

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

Refi Agenda

1. Review fields on refi worksheet to make sure client understands
2. Review interest rates for rate and term and cash out refi as applicable
3. Talk about 75% loan to value
4. Talk about new mortgage payment
5. 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
6. Talk about process and timeframes for doing a refi… what to expect
7. Create new task tracking potential new purchases or refi’s