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I text the info to all of my clients
Posted by Connie Thingstad of IA on 11/30/19 9:15am Msg #613024
I send a greeting introducing myself and that I am meeting with them on this day at this time to sign paperwork. i tell them i will need copies of driver's license and ask them to respond that they received the message. I find if I text, first they read it as no one is answering phones from unknown numbers anymore, secondly, they recognize the day and time so they know I"m legit and they respond and sometimes ask questions. But that's all I ask for is a copy of their driver's license. it is in writing and they rarely forget. I have found loan officers to be a lot better at communication they there were a few years ago. Most times, the banks seem to have gotten the bank into and pretyped it into the documents. I find only giving the small amount of info beforehand works best. It's been years since I had an angry client but that was due to the lack of communication from the bank, not at me.
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Messages in this Thread
 Rude and aggressive signers? - NK_UT on 11/29/19 2:28pm
 Rare, but it happens; load for bear/find squirrel - Lee/AR on 11/29/19 2:43pm
 Re: Rare, but it happens; load for bear/find squirrel - NK_UT on 11/29/19 3:04pm
 maybe you caught him at a bad time? I've had snarks on phone - sigtogo/OR on 11/29/19 4:21pm
 Good points. n/m - NK_UT on 11/29/19 5:21pm
 Re: Good points. -  Mike Goodey on 11/29/19 5:47pm
 Yikes! n/m - NK_UT on 11/29/19 8:18pm
 I had several this last week where the borrowers were upset, -  MW/VA on 11/29/19 6:33pm
 it seems better these days than year ago... - Connie Thingstad on 11/29/19 7:16pm
 Re: it seems better these days than years ago... - Connie Thingstad on 11/29/19 7:17pm
 Re: it seems better these days than year ago... - NK_UT on 11/29/19 8:19pm
 Re: I had several this last week where the borrowers were upset, - NK_UT on 11/29/19 8:22pm
 I had someone react this week when I asked for ID copies. -  MW/VA on 11/30/19 8:04am
 Re: Rare, but it happens; load for bear/find squirrel -  JanetK_CA on 11/30/19 1:20am
 Re: Rude and aggressive signers? - Luckydog on 11/29/19 8:52pm
 Re: Rude and aggressive signers? - NK_UT on 11/29/19 9:52pm
 That's not something I've ever mentioned up front, either. -  JanetK_CA on 11/30/19 1:33am
 I agree. I never bring it up in advance. It's something we -  MW/VA on 11/30/19 8:02am
 I text the info to all of my clients - Connie Thingstad on 11/30/19 9:15am
 Re: That's not something I've ever mentioned up front either - SteveS/CA on 11/30/19 11:13am
 Re: That -  JanetK_CA on 11/30/19 2:50pm
 Re: That - SteveS/CA on 11/30/19 4:42pm
 A lot.. Rude signers? - Signerbill on 12/1/19 8:43am
 Re: A lot.. Rude signers? - NK_UT on 12/2/19 12:11pm



 
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