New Client
New Client
X
When a new client is created enter the information into Monday.com and to this New Client form for contact.
The client will be contacted starting in 10 days through 90 days until they enter their information in the refinancing form.
90 Day Client Entry
Client Entry post 90 Days
This is generally entered by the client on timesharerefi.com/refinance
If the client is having trouble email them after 90 days and enter their information here.
***When a client refinance form is received enter the client information into Monday.com in the TSR list.
Docs Received
Docs Received
Post 90 Days / Documents Recieved
When documents are received via email, verify the documents and determine if the correct information was received.
If the information is correct, update the status in Monday.com, save the files to the TSR file in Monday.com and enter the name and email in this form for contact.
If the information is incorrect contact the client by email to let them know of the deficiency.
Lender Information
10 Days After Docs Received / Client Push
10 Days after the document received form has been entered, enter the same information into the Lender Information form and update the status on Monday.com under TSR.
This will notify the lender and the client.
Once this is completed click on the links below to enter the client information for additional contact.
Lender Information
Refinance Partner Links
Once the client has entered their info, passed 90 days, docs have been received by TSR and lender information has been pushed: Click on each link below to enter basic information of client for contact by these partners.
SoFi:
https://www.sofi.com/home-loans/heloc/
US Bank:
https://www.usbank.com/home-loans/home-equity/home-equity-line-of-credit.html
Truist Bank (Lightstream):
https://www.lightstream.com/timeshare-loans
Better HELOC: