Lead to lodgement pathway
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Validating customer assets
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Setting up a lead
Setting up the lead
Creating the deal
Requesting Customer Information
3 lessons
Customer and document verification
Saving and re-naming documents using a naming convention
Validating customer details
Validating customer assets
Validating customer liabilities
4 lessons
Goal Setter
Complete the Goal Setter
1 lesson
Application Preparation
Complete loan tools
Complete the Game Plan
Write loan notes
Prepare to submit to AOL
4 lessons