Office Hours
This lesson shows loan officers how to send a clear HVE email to past clients to check in and offer help. It explains how to set simple hold and follow up steps in the CRM for both purchase and refinance leads. You learn when to place a lead on hold, when to bring it back into active follow up, and how to keep every client moving without slipping through the cracks. The training also covers building a smooth workflow so you always know the next action to take. Tools discussed include HVE check-in emails and CRM hold and follow up settings.