Tag
Compliance
No. A quote is a sentence about a document. An approval is a decision about a member. Keeping them apart is the simplest piece of compliance we do, and the one most often blurred in a friendly conversation.
Tess Nakamura · Compliance officer, Harbor Mutual · · 3 min read
Member help
Four questions turn a number into a quote you can rely on: which sheet, which effective date, which term and tier, and what is still conditional. Here is how to ask them at any lender, including us.
Dana Okafor · Member Services Lead, Harbor Mutual · · 3 min read
Rates and lending
A saved rate sheet looks exactly like a current one. The only difference is the effective date, and that difference is the whole quote. Here is why our desk opens the current sheet every time.
Dana Okafor · Member Services Lead, Harbor Mutual · · 3 min read