Our goal is clear and consistent communication throughout the mortgage process. Mortgage Planning Group has developed a 16 Point Contact System to ensure pro-active communication with each customer during the entire process. With Mortgage Planning, the customer will know exactly where they are in the process and next steps. Communication is a key building block to our Service of Excellence Commitment.
Process Map Text
Application – Introduction to Mortgage Planning Group (Overview of the Loan Process)
Review Options by Appointment
Personal hand written Thank You card
Appraisal Confirmation Call
Condition Confirmation Call – what (if any) additional items are needed for underwriting
Approval or Status Call
Tuesday Update Call – 1st Tuesday between 10:30am and 12pm
Tuesday Update Call – 2nd Tuesday between 10:30am and 12pm
Tuesday Update Call – 3rd Tuesday between 10:30am and 12pm
Tuesday Update Call – 4th Tuesday between 10:30am and 12pm
Pre-Closing Call – Review Settlement HUD
Attend the Closing or Phone Appointment with Closing
