LET’S TALK ABOUT
STANDARDS & EXPECTATIONS
DEAL STANDARDS
Every deal submitted must include:
Completed intake form
Completed 1003 application
Defined exit strategy
Clear borrower profile
ARV / DSCR analysis
Required lender documentation
Half-baked files do not get sent to lenders.
COMMUNICATION STANDARDS
Professional response times
CRM updates on active files
Clear borrower expectations
Escalate issues early
Professionalism always when networking
BRAND REPRESENTATION
You are not only representing Abundant Path Capital. You are representing the founders behind it - Brian Sapp & Jena Golden.
Reputation is EVERYTHING in this industry. Once trust is broken, it is very hard to rebuild.
Please remember that your behavior in public not only affects you & your family, but it also affects ours.
Approved messaging only
No rate promises without pricing confirmation
Protect lender & client relationships
No circumvention of lenders or company leads
Professionalism always when networking - yes, we know we said it twice 😉
Tech set up . . .
This will be a process, but one that’s totally worth going through.
You’ll be out there bringing in deals before you know it!