Refinances for Purchase-Driven Originators




The ORIGINATOR, a podcast from Primary Residential Mortgage, Inc. show

Summary: In this episode, Clayton tackles ways purchase-driven Originators can take advantage of low-rate markets to add refinance business to their pipeline without disrupting their purchase business flow. Division President, Dane Moler talks about how he positions his purchase clients for future refinances, how he structures refinances and his method of working his prospect list without wasting too much time and energy. Division President, Matt Shanlian talks about how to use Encompass to create prospect lists that give high return and how to find the story behind the file that might reveal a refinance opportunity.