Whitepaper: Switching to remote work

Mortgage professionals: Switching to a remote work environment

The goal of this whitepaper is to help mortgage professionals successfully transition to originating mortgages remotely as quickly and painlessly as possible.

The whitepaper takes about 15 minutes to read and covers a wide variety of topics, including:

  • Our experience and advice
  • Transitioning to a remote work environment
  • Software substitutes for in-person processes
  • Remote mortgage app intake
  • Remote mortgage documentation intake
  • Remote document signing (e-signatures)
  • Remote client meetings
  • Remote team meetings
  • Remote team communication
  • Remote project planning
  • Remote scheduling
  • Remote lead generation
  • Remote client follow-up
  • Remote sales networking
  • Automation
  • Internal user surveys
  • Reviews
  • A lot more

Download the whitepaper.

If you believe Finmo would be a good fit for you, feel free to sign up and check it out.

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