Lending

NHSIE Customer Journey

Step by Step

Step 1

Intake

Gather all identifying information about the client and their needs.
Confirm the path, they think they need is the correct one.

Step 2

Education

Attend or have access to education for the pathway they are entering.

Step 3

Counseling

1-1 support.

Step 4

Connect to Service or Product

DPA; Reno Loan; First Mortgage; Rental; Help buy a house; Help sell their house; Handoff to strategic partner.

Step 4

Connect to Service or Product

DPA; Reno Loan; First Mortgage; Rental; Help buy a house; Help sell their house; Handoff to strategic partner.