Internal Sales Process

MFL

Sales Roadmap

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Infographic showing Step 1 Discovery Call with a financial advisor on tablet speaking to a couple about identifying pain points, uncovering numbers, and setting direction
Download Discovery Call Script
2
Step 2 mortgage consultation showing financial advisor and couple discussing $85,000 savings with charts and meeting platform icons.
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Step 3 Sign Disclosure infographic showing woman on video call and couple reviewing disclosure document, with Zoom and Google Meet icons for building trust and securing commitment
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Step 4 process diagram showing how to send documents to bank with agent guiding client through scheduled bank call confirmation
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Step 5 home appraisal infographic showing inspector reviewing property with checklist, market data comparison, and upward value indicator with clocks for waiting times.
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Infographic showing Step 6 of mortgage approval process with approved stamp, house, green checkmarks, and timeline for closing and funding confirmation.
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Step 7 financial planning guide showing woman organizing bank accounts and credit cards with checklist, icons for mortgages and investments on green background.
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Infographic for Step 8 of IUL setup showing insurance protection and wealth building with checklist items and policy application timeline.
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Step 9 of real estate deal closing process showing finalized transaction, final underwriting approval, and success confirmation with business professionals and financial icons