Get Mortgage Sales Observation Form

This guide provides a comprehensive overview of how to effectively complete the Mortgage Sales Observation Form online. By following these instructions, users can ensure they accurately document their observations and fulfill regulatory requirements.

Follow the steps to complete the Mortgage Sales Observation Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the adviser’s name and branch details in the designated fields. Ensure that all mandatory items in CAPITAL LETTERS are provided accurately.
3. Fill in the observer’s name and the reason for observation. This information is vital for accountability and clarity.
4. Document the meeting dates and client names. Be thorough to capture all role-players who participated.
5. Navigate through the sections starting from the initial approach, ensuring all required areas are addressed. Mark sections as 'Competent' or 'Not Competent' as per your assessment.
6. In the fact-finding sections, ensure all required areas regarding client information, priorities, and affordability are completed. Discuss everything with the client and obtain their agreement where applicable.
7. For the sections on presenting solutions, comprehensively explain all products to the clients. Document their understanding and obtain their agreement to the proposed solutions.
8. Conclude by filling out the final sections on client management and next steps. Ensure all feedback addresses any coaching needs and concludes the sales process effectively.
9. Once you have completed entering all necessary information, review the form for accuracy. Save any changes you have made before downloading, printing, or sharing the form as needed.

Complete your Mortgage Sales Observation Form online today to maintain accurate and compliant sales records.