Follow Me On: Christian Penner Area Manager Mortgage Banker Phone: 561-373-0987 NMLS :368289   The Key to Creating Intimacy Use a Concierge Form The Key: The more you know about your clients’ needs, the better you can adapt your presentation to exceed their expectations. But you must implement a system for gathering this information up front. After the initial information is obtained, you and your team members must collaborate in an effort to collect additional facts.

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