Most delegation doesn’t fail because of who you hired. It fails because of the instructions they were given. This is the set of scripts and standards our loan officers use — including exactly where an assistant stops and your loan file begins.
Not theory. Actual emails you can paste, and standards you can hand to someone on their first morning.
Assigning a task, chasing one that’s late, and giving feedback that improves the work instead of denting confidence.
Including a borrower-contact standard that keeps your assistant clear of rate talk, applications and the LOS.
A Monday, Wednesday and Friday cadence that keeps you informed without tipping into micromanaging.
Written for lending: pipeline, borrower follow-up and referral partners, with the compliance line drawn in.
Lending is the one industry where delegation has a hard edge. An assistant can carry your pipeline, your calendar and your partner communication — and this edition is explicit about where that stops, so nobody has to improvise in the moment.
Calendar, CRM and pipeline tracking. Borrower follow-up calls, emails and appointment scheduling. Referral partner communication and the marketing that keeps those relationships warm.
The loan origination system — your assistant holds no login. Underwriting, file setup and condition clearing. Credit reports and borrower financial data. Anything a license is required to do.
A borrower asks about rate on a follow-up call. The guide gives your assistant the actual words to route it to you properly, without sounding evasive or leaving the borrower waiting.
Every shop draws the line in a slightly different place. The templates are built to be edited, and yours has the final word on where it sits.
One field, and the download starts straight away — you don't have to wait on an email or dig through a spam folder.