Posted by JenCA on 6/14/07 10:27am
Msg #195066
Question for veterans...
Ok, so I have been trying to have a little system going when I ship back docs, and honestly just wanna know am I doing too much. Do you include a cover letter with the docs or do you just ship the docs back to the EO/LO, with the docs to their attention on the shipping label? Hope that question makes sense... its way too early this morning and I had a biggie last night!!
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Reply by SReis on 6/14/07 10:31am
Msg #195067
I just ship them back. I do, however, send a detailed email inc. tracking info & any items I collected from borrowers & if there were any corrections/issues. This has actually saved my butt in the past because I have a record.
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Reply by Jersey_Boy on 6/14/07 10:39am
Msg #195071
No cover letter from me either... just a detailed email to the person who hired me.
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Reply by Ernest__CT on 6/14/07 10:52am
Msg #195078
It depends on whether there were issues.
For example, if the borrower(s) signed without problems, or just phoned the Loan Officer to ask questions, then there's no need for a cover letter.
If the signing was for a first and second mortgage (or first and Home Equity Line of Credit, etc.), I print on a colored sheet the equivalent of "The first mortgage PRECEEDS this sheet; the second follows it." and put the paper between the first and second.
If there is anything funky about the way the borrower signed the docs, I print "The borrower's signature on the documents matches that on [his | her] identification." on a colored sheet to go in front of the docs.
Be careful not to solicit a firm which did not hire you! If, for example, you were hired by a signing service and the docs are going directly to a title company, don't include a note about your services and prices.
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Reply by JenCA on 6/14/07 11:06am
Msg #195087
Re: It depends on whether there were issues.
Thanks for the feedback... I also send anemail when I AM done, but just checking on the cover sheet portion. Happy Thursday!!!
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Reply by LJ on 6/14/07 2:31pm
Msg #195135
Re: It depends on whether there were issues.
I always send a homemade thankyou note when I work for a new TC. Some even remember it when they call again.
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Reply by TNhills on 6/14/07 3:00pm
Msg #195143
I put a thank you note in the package with my business card. This should be sufficient in getting referrals. I always get a thank you back and a referral.
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