From the Front Lines John McGowan - Facilitator. Presenters  John McGowan Attorney - LCM Relo Solutions  Robin Haddad Senior Client Services Manager.

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Presentation transcript:

From the Front Lines John McGowan - Facilitator

Presenters  John McGowan Attorney - LCM Relo Solutions  Robin Haddad Senior Client Services Manager - Cartus  Lois Johnson Director – ADP Real Estate Assistance Program  Mark Vento Senior Mortgage Loan Officer – Bank of America Home Loans

Robin Haddad  Creative Counseling - it’s how you say it and the empathy that you show that matters  Today’s Benefits - advising the client on how to assist the transferee in difficult times  Approvals and Exceptions - what the transferees believe they need  Transferee issues - setting expectations, resolving complaints, re-setting expectations

Lois Johnson  Added Value Benefit for Personal Real Estate Transactions  Home Sale Challenges for Employees  Home Finding Assistance – What the Employee Really Needs  Setting the Stage for the Preferred Lender Process

Mark Vento  Preparing the Transferee for Processing in 2010  Helping Transferees Understand Loan Documentation  The Buyout Process  Closing Time Lines and Issues  What the Transferee Needs to Know About Privacy Laws

Conclusion Q&A