The Xpert Credit Process
Maximize Your Investment - Retain Your Leads!
When credit issues are unresolved,
you leave the door open for your competition.
Hard-working mortgage loan officers don't have time to help every consumer with credit issues. Or they may lack the latest credit reporting expertise.
Our Xpert Credit Process solves this problem, letting you utilize a single person who uses CreditXpert® software to build effective credit improvement plans for each borrower. It's a win-win: loan officers focus on closing more loans, and customers get into their dream home.
It's Easy To Get Started:
1. Map your process.
If you don't already have a credit issue process use this best practices guide:
2. Train your team.
Select and train your Credit Specialist(s). Here are some resources that make it easy to get started:
Know when to use Wayfinder or What-If Simulator
3. Set up tracking systems.
Set up your communications and tracking systems using CRM, Excel and email.