Set Up Your File Box
It is good to be organized. You never want to have to come back to a client's home to finish an application.
You need a file box in your trunk with hanging folders of all the paper apps you need when you run appointments. You should also have all your apps and underwriting guides on a could drive just in case you run out of a form, then you can maybe use the client's printer to print out the form you need. This will be a work in progress as you start running more appointments so do not get hung up and putting this whole thing together for your first appointment. Here are some file tab folder Labels that you can use to insert into the tabs - print out in color format and they get cut at crop marks then folded over to fit in standard plastic holders: click here