Member
Since many clients a referred by current clients, I usually have some background information about the new client.
If we are going to talk about a loan, typically I am going to research the property before we meet. For a deposit relationship I will bring all the onboarding paperwork.
When meeting with a current client, usually I will be bringing current account information. Often on a business account we meet to change authorized signers, so more documents are involved. Ideally I'm able to gather all information in one meeting.
Referral Trigger Response
770-810-1983
5070 Peachtree Blvd Ste B-110
Chamblee, Georgia 30341
Company
Sponsorship
Joined on 07/03/2018
Team
Development