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.