Survey

Answer these 5 multiple choice questions and click on the submit button for the answers and to claim your Spectrum gift!

Survey

1. What is Spectrum’s role?

Options:
a) To find the best short-term solution to the client’s needs
b) To provide a magic wand for lower pricing on A deals
c) To find best rates on residential financing only
d) Taking the “sorry, we can’t help you” conversation out of your day
e) ALL OF THE ABOVE

2. What 2 forms do you use to refer clients to Spectrum?

Options:
a) Summary and Checklist
b) Referral Authorization and Mortgage Inquiry
c) Mortgage application and credit bureau
d) Sticky Note and Back of Envelope

3. Can Spectrum help when the Credit Union already has a first mortgage to 80% LTV?

Options:
a) Yes
b) No
c) Yes, but only if the property is a SFD
d) Yes, but only if the property is in an urban area

4. What information does the Spectrum client portal show?

Options:
a) Your active applications
b) Individual file progress in real time
c) A history of all of your referred applications
d) All upcoming renewals 5 months in advance
e) ALL OF THE ABOVE

5. How do you create a smooth client handoff?

Options:
a) Incorporate Spectrum and alternative mortgage solutions from the very beginning with phrases like “I’m here to help you find a solution and WE have alternative mortgage solutions to help you”
b) Buy them coffee an tell them you’ll make a call to see what you can do
c) Complete the client authorization in advance just in case you need it
d) Give them Spectrum’s phone number and say “These guys can help you, good luck!