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Explainer: Quick Quote & Bind Process Video

Savvy is a tool created for mortgage companies and realtors to remain RESPA compliant. 

We need to just generate a quick quote based off the limited data we receive on these leads. Just use the ezlynx template and share the least expensive option. Sandeep is taking care of the original quote request coming in. Then if a client selects a quote we have to go over it with them and bind it.

Keep in mind that we are quoting without actually speaking to them (this is just how the system is setup). Once the customer selects our quote we get their phone number and can contact them. Use context clues from what they provided such as mortgage company or other information within Savvy so they know who we are.