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Originally uploaded by wmrice

This is a lead management system seen at the Loan Toolbox Business Plan 2008.

Besides the fact that the loan officer left their notes on client follow-up behind, do you think these clients are getting a second call? Do you think the loan officer will remember the commitments he or she made?

Do you think this will work in the current mortgage market?

By my conservative estimation, this loan officer left $20,000 to $50,000 in commissions on (literally) the table!