Tour Intro tour 3 tour 12 tour 2 Step 1 - Express App tour 3 tour 12 tour 2 Step 2 - Consulting tour 3 tour 12 tour 2 Step 3 - Follow Up tour 5 tour 13 tour 4 Tools tour 3 tour 12 tour 2 Getting Started!
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TOUR
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Step 2 - Consulting
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Counseling is an important requirement according to RESPA. About half of the requirements consist of some type of consulting.

  • Ask simple assessment questions regarding new home information, down payment and closing costs.
  • Print and review consulting information.
  • Print and have your clients sign disclosures and authorizations.
  • Initiate the ordering of the title, appraisal and other inspections.

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Consulting Assessment
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The Consulting Assessment is quick and easy and will also give you good information to help in the real estate transaction.