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Strategies for Converting Refinances into Purchase Loans: Unlocking Business Success

This guide delves into the essential strategies for transforming refinance loans into purchase loans, highlighting that every refinance process begins with a purchase. Discover the crucial elements that drive success within the lending ecosystem, from understanding borrower dynamics to employing effective cross-selling techniques. Learn about the intricate Circle of Cash Flow and how to leverage relationships with listing agents, builders, and financial advisors to enhance your business development efforts. Master five key strategic moves to successfully turn refinances into purchases and achieve sustained growth.

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Strategies for Converting Refinances into Purchase Loans: Unlocking Business Success

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  1. Where Success Happens Business Development 102: Turning REFI’s into Purchases There is no way to do a refinance unless there is first a purchase! Everything rises and falls on PURCHASE loans!

  2. Where Success Happens Business Development 102: Turning REFI’s into Purchases The Circle of Cash Flow Borrower Borrower Borrower Borrower Universe Borrower Universe Borrower Borrower Borrower Borrower Borrower Borrower

  3. Where Success Happens Business Development 102: Turning REFI’s into Purchases The Circle of Cash Flow Listing Agent, Builder Other Seller Borrower Universe Borrower Universe Borrower Banks/ Credit Unions Employer Accountant Financial Planner Estate Planner

  4. Where Success Happens Business Development 102: Turning REFI’s into Purchases 5 Strategic Moves To Turn REFI’s into Purchases! Conduct a thorough Mortgage Planning Analysis. Place the 24-hour referral call Cross-sell the borrower’s agent Ask the “Dreams” question Send the Advisor to Client intro letter

  5. Where Success Happens Business Development 102: Turning REFI’s into Purchases

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