“Referrals are always a Wonderful Compliment but some can be Challenging”

“Referrals are always a Wonderful Compliment but some can be Challenging”

 

 

Physicians can be a challenge; this one will be no different as he asked me if the application will take more than 15 minutes. I shared a list of what I needed and his response was that he didn’t have the time to gather all the information, but would see what he could do.

 

I let him know that I could speak to his accountant and bookkeeper to assist him to expedite the process. Within 20 minutes I got a call from them and gave each a list of what was needed. I asked him who needed to review the applications once I had completed it. He told me that once everything was completed we would get together to finalize the mortgage application.

Another Dr. referral I just received:

Joe,

You will receive a call from a customer of mine looking to refinance. Great man. Dr XXXXX XXXXXX. He lives in Fairfield. Told him you would take good care of him.

Thanks Jennifer

 

Image courtesy of Winnond/freedigitalphotos.net

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Joe Petrowsky, NMLS #6869

Right Trac Financial Group, Inc. NMLS #2709

110 Main St.

Manchester, Ct. 06042

Office: 860 647-7701 x116

Fax: 860 647-8940

Cell: 860 836-9294

Email: joe@righttracfg.com

www.righttracfg.com

www.joepetrowsky.com

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Joe Petrowsky does not guarantee nor is in any way responsible for the accuracy of the information provided herein, and provides said information without warranties of any kind, either expressed or implied.

Equal Housing Statement: We are pledged to the letter and spirit of U.S. policy for the achievement of equal housing opportunity throughout the Nation. We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing becuase of race, color, religion, sex, handicap, familial status, or national origin.

Comment balloon 21 commentsJoe Petrowsky • May 18 2016 08:41AM
“Referrals are always a Wonderful Compliment but some can be…
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