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Module 3 – Management Cycle

Lesson 6 – Processing Applicant

7 steps to Processing the Application

  1. Have a Procedure – Cheat sheet to write on. NEVER write on application.
  2. Run Credit
  3. Check ALL references – ask open ended questions
  4. Review Documentation for Accuracy. I have seen fake docs and tax forms
  5. Are they a Go or a No?
  6. Required paperwork once approved or denied.
  7. Trust your Gut! Don’t be Rushed.