Your experience in the chair, six specialist agents around the table.
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EXAMPLE FILE · SAMPLE DATAClient details are invented to show how a board session works. Agents give perspective; a licensed agent makes the final call.
BOARD QUESTION · FILE #2611-04Couple with $68K in consumer debt and 5% down wants a $550K first home. Submit now, restructure the debt first, or decline?
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EXAMPLE SESSION
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DECISIONDon't submit yet. Run a 6-month debt plan, keep 5% down intact, and re-qualify with an A-lender in spring, with a 90-day checkpoint to confirm the plan is working. B-lender stays as the backup if the clients can't wait.ACTION ITEMS