Mortgage Overview

Credit Union

Email: Streamline your closings with these tips for mortgage borrowers.

Banks/Consumer Finance

Email: Streamline your closings with these tips for mortgage customers.

Mortgage Lenders

Flyer: Mortgage products and solutions throughout the mortgage loan lifecycle (includes chart of soft pull options)
Email: Streamline your closings with these tips for borrowers.

Mortgage Contact Sheets

Other

Customer Presentation: Enhanced Suite of Mortgage Origination Solutions
Mortgage Customer Account Set-up Form
Flyer: Mortgage Supplement Tips
Flyer: EMS-CS Mortgage One-Page Overview
Video: :30 sec Who is Confluent Strategies (Mortgage)
INTERNAL: Mortgage Setup Requirements
*Customer Resource: 4 things not to do after your mortgage preapproval
*Customer Resource: Mortgage Credit Score Basics
Graphic: 4 things not to do after your mortgage preapproval

*Can be customized for your customer. Just ask!