Chris Coulter

Chris Coulter

Mortgage

Member

Many of the referrals i give are for home insurance policies since I am a mortgage lender.  When I refer a client I usually follow up with the team member first and I share the pink slip with my mortgage processing team so they can follow up with the client I referred since they are usually in a constant dialogue with that client.  I follow up with team member and my operations team follows up with the end client to make sure we have home insurance coverage in a timely manner.  

 

If it is another referral I will call my end client because I feel responsible for making sure the connection is solidly made.  

Referral Trigger Response

Southeast Mortgage

Southeast Mortgage

404-735-3111

1000 Mansell Exchange West
Suite 310
Alpharetta, GA 30022

Company

Members I've Invited

Renée Pruitt

Renée Pruitt

Sponsorship

Downtown Woodstock Team

Introduced by:

Joined on 12/15/2017

Leadership

TeamCoOrdinator 06/05/2023
ParticipationCoOrdinator
MembershipCoOrdinator
MentorCoOrdinator 02/09/2020

Membership

5-year Pin 01/13/2023
3-year Pin 08/20/2021

Team

Team

PowerLinks Certificate 01/22/2018
InfoMinute Seminar 01/15/2018
Orientation Essentials 01/15/2018

Development