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EDITABLE WORKSHEET · MORTGAGE
Mortgage opportunity comparison
Compare candidate priorities against verified conditions.
How to use it
Use a fictional case first. Replace assumptions with verified, authorized information before professional use. Keep real candidate information in your approved systems. Complete each field, identify the next action and review the plan with the appropriate owner.
Completed example: the reasoning
Dedicated support requires a defined service scope and owner, not a generic claim.
See the completed worksheet example
- Candidate-stated priority
- Candidate prioritizes scenario access, product fit and consistent coaching.
- Current condition, if known
- Candidate describes a reliable processor but delayed scenario answers.
- Proposed condition
- Shared support with a named escalation route; group coaching rather than individual coaching.
- Approved supporting evidence
- Current operating policy, product review and meeting with delivery owners.
- Material limitations and questions
- One product requirement is unresolved and remains a decision condition.
- Candidate confirmation and decision date
- Candidate confirms priorities; follow-up only after the critical product question is answered.
Offline formats
This worksheet is page 16 of the 27-worksheet collection.