Case Study: 'You can't always trust systems: you have to pick up the phone'

Yes it might take you longer to find the answer, but if you are methodological and diligent and can trust the process, and are willing to get on the phones and keep ringing to get an answer, that will see you far.

Also, as we found out, you can't always trust the tech to be able to help that one client that does not fit the mould. 

Some clients just do not fit the criteria that you get on the mortgage sourcing solutions or other tech systems that filter out by criteria.

So again, it comes down to being willing to put in the time to make those calls and get the right answer.