Each client is unique in their goals and objectives which is why my intake is personal, reviewing their needs and clearly explaining the steps to a successful closing as well as the varied loan options available. In review of the overview I explain what I will be doing for them and what my staff will be doing behind the scenes. The goal is for them to have comfort that "we have this" and that I will walk them through step by step, making the purchase a pleasurable experience. In talking about my team, it shows that I am bigger than myself, but untimately I confirm that I am responsible and will deliver.