Your client’s home is a significant asset. As such, your clients may have questions about their mortgage, whether to refinance, and even what to do should they choose to move.
As the trusted advisor, your clients who are tackling home-related questions will certainly turn to you for guidance. That’s why we’ve bundled the fpPathfinder checklists and flowcharts that focus on issues that surround buying a home, refinancing a home, and even changing where your clients call home altogether. Use the guides to ask probing questions that uncover new opportunities and to help guide your clients’ decision-making process.
Click the image below and download the home-specific bundle, which has links to the checklists and flowcharts, to your desktop. You’ll be organized when you reach out to your clients and ready for any unexpected inbound inquiry that comes your way.
Not a member yet, but want to be?
We can help you with that! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading a screen. If that’s the case, schedule your live demonstration and get all of your questions answered on the spot.