I have a business client interested in refinancing their Owner-Occupied Commercial Property. We talked about rates and payment options. Through consultative conversation, I discovered that the client also owns multiple residential properties. The client indicated that refinancing these properties has been on his "to do" list, but just never got around to it. I then sent an email introduction and introduced my client to a mortgage specialist in my group. The client is now working with a mortgage representative in refinancing his properties.
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