May 13th, 2013 10:04 PM by Eric Fang
A few years ago, when I worked at Criminal Justice,I worked on a small project to send out letters tothose who made false alarm phone calls. It was myfirst time to know that how those personalized letterswere generated, and printed out and mailed to those residents right away.
And I used the templates ever since I started my business.I have a few clients asked me how I can process the loans so efficiently. One of my tricks is that I am using templates. I have the email templates to send to my clients, I have hud1 templates to review the closing statements with borrowers, and I have GFE templates to generate the GFE for refinance loans with only a fewmouse clicks. And I am working on templates for somepurchase loan GFE as well.
I also used the templates to help borrower to writethe letter of explanations, gift letter explanation,large deposit explanation, the templates files to find those common docs they have. Those templateswill help me a lot to process the loans.
And also, I have a lot of template folder/files for my tenants as well. Then every month, I just modifythose templates to communicate with the tenants.