David Boswell, Founder and CEO of Misely, joins MonitorBase's William LeBaron to discuss the importance of helping clients make informed financial decisions about debt consolidation, mortgage refinancing, and overall financial planning. Why clients might consider trading a lower mortgage rate for a higher one in today's market and how modern financial tools help loan officers and clients make more informed decisions.
Watch the full discussion and learn more about how Misely can be used in connection with MonitorBase alerts.
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