Documenting Lender Calls

Do you know what you want? Make sure that you are expressing this to the lender rep that you are calling. What is the end goal? To sell the house! Each call you make needs to have a clear direction and purpose. Remember that there are several steps to completing the sale. Each call you make should take you a little closer to your mile stones.
You will need to create a log for each transaction. Each time you dial the lender, you will need to identify yourself, and you will need to document the employee's name and identification number. This will help you maintain control in the conversation and give you a way to track information as it is recorded. Your log will serve as a reference for future calls, and help you keep track of the progress you are making on the file.
Each task the lender will ask you to accomplish will need to be completed quickly and efficiently. Do not forget that in all short sale transactions you are working against the calendar. BONUS:If the person you are speaking with does not have a good attitude, OR they seem like they could care less. Wait a hour and try again. You may reach someone who can give you the answers you are looking for.