Lender Relationships - Todd Uzzell

Would you be so kind as to give answers to these basic questions below?

Name

Email

In your opinion, what is the most important aspect of a strong partnership with your lender?:

They provide frequent updates on deals in progress.

They share co-marketing opportunities with you.

They refer clients to you

They close the deals you send them

None

Do you have a lender you are actively sending referrals to?

Yes

No

None

Given the choice, what would be your optimal form of receiving communication from your lender?

Email

Text

Phone

None

What is your desired level of follow up from your lender?

I want to know everything

i just want to know the key milestone events

Just tell me when we close

None

Which of the following best describes your relationship with your last/current lender?:

I love them

I’m looking for a new lender

They are OK

None

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