Scott Lawson

I typically never pull a credit report for a client until I have to (when they go into contract to purchase a home). I utilize a soft-pull service for an initial peek at a client's credit profile.

To start the process, I simply need a good conversation to get at what is important. I do not typically gather documents until later in the process since they have a short shelf life and expire.

However the client wants to connect. Can be a phone call but often I connect in person. They either come to my office, or I go to them. I enjoy travelling to clients when needed.

They will be fully educated about the process early with all questions thoroughly answered and then expect communications like they've never seen before. I typically send daily updates.