Cathy Ortega-ContrerasMortgage SpecialistNMLS 66988

Equity Resources, Inc.7251 Sawmill RoadSuite 100Dublin, OH 43016(614) 726-2706

Once I Receive the Buyer’s Documents:

The Appraisal and Title Will be Ordered

Then In 5 to 7 Working Days: The file goes into

Underwriting.

While my team is processing the file, I

can co-brand positive updates with you!

Co-Branded * Automatic

Documentation VideoAppraisal Ordered VideoPurchase UnderwritingConditional Approval

Purchase Congratulations

Co-Branded * AutomaticVideos at Different Loan Stages

Status Updates go out AUTOMATICALLY!

A mid-loan survey is sent to ensure the customer is happy (gauge to see where we are from a satisfaction level)

A gift is mailed to the customer when the appraisal is ordered (Redbox Video Gift Card / Popcorn or Starbucks Gift Card)

I believe consistent communication is critical so I do calls twice/week to the customer.

I also do weekly Realtor updates (if preferred)

My underwriting time is 24 hours – all the time!

At closing I mail a U.S. Home Flag Set to every customer.

While the loan is processing, it is a key time to keep moving the customer towards a Raving Fan.

Star = Co-Branded!

EmailPhone Calls

Post Cards

Automatic Emails – Keep in Touch Post Closing

7251 Sawmill Rd, Suite 100, Dublin, OH 43016 * NMLS 66988 * 614-726-2706