Process of Excellence

COVENANT MORTGAGE, LLC

The Covenant Team

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Process of Excellence
16 Point Contact System

Application - Introduction to Covenant Mortgage, LLC (Overview of the Loan Process)
After Appointment, Thank You Call
Personal hand written Thank You Card
Condition Confirmation Call - what (if any) additional items are needed for underwriting
Approval or status call
Tuesday Update Call - 1st Tuesday
Approval Gift Confirmation Call
Tuesday Update Call - 2nd Tuesday
Tuesday Update Call - 3rd Tuesday
Tuesday Update Call - 4th Tuesday
Pre-Closing Call
Attend the Closing
After Closing Thank You/ Survey Call
Payment Coupon/Mortgage Loan Statement Confirmation Call
6 Month Client Service Call
Annual Review