Mortgage Professionals should definitely use these types of services but then must use that ease of use as an excuse for spending more time with clients on a plan rather than allow it to push transactional approaches that don’t build client relationships. Let those services do what they do best to streamline your business.
As we slowly return to normal, your clients have been through some things, seen some things, felt some things they never have before. So have you. It is absolutely essential that we do not lose sight of that with our clients today and moving forward.