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Pre-Counseling Lessons From The Trenches

Blog Contributor Business Challenges, Helpful Tools, Homeownership Education & Counseling, Mortgage Loan Limits, Working with Clients 2 Comments

By Brian Copeland

Anyone who knows my business knows I pride myself on strong counseling of all my clients prior to any signed documents.  It’s the secret sauce of my business.

This week, I messed up…bad! During the hustle and bustle of NAR Midyear, I had a remote buyer counseling session.  I was so busy that I condensed the normal …