Mortgage Loan Officers (MLOs) are the facilitators between the mortgage lenders and borrowers. They play a major role in identifying prospective borrowers, engage with them till the mortgage deal is closed and continue to nurture the relationship for potential cross-sell opportunities like HELOC or home improvement loans. While the MLOs do multitude of tasks, their primary objective remains ‘Sales’. A typical mortgage sales process  involves a lot of back-n-forth and loads of administrative tasks. From analysing and compiling applicant’s financial  status and property evaluation to reviewing loan agreements, and follow-ups for documents, the......

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