Another great time saver and people pleaser is to explain the mortgage process to your borrowers. Keep in mind that the majority of them have only obtained a mortgage a few times in their life. Therefore, if you just take their application without explaining what will happen next, you are apt to leave them confused, less happy and likely to be calling you about a function in the process that you have nothing to do with.

By taking just a few minutes to explain how the process works, who does what and what the expected time frames are you will spend less time taking their calls and more time bringing in new happy customers!