During a recent continuing education class the passing on of a clients number to a lender came into question. The client must give written permission for the number to be passed if the number is on the do not call list. Many times while working with clients we would discuss financing possibilities and I would request verbal permission to give a contact number to a couple of reputable lenders in the area. Now the permission must be in writing (if the person is on the do not call list) and I have taken to setting up appointments with lenders for the client and going along for the initial introduction.
Respecting the privacy of others is important but when will we go to far? Will we have a do not knock list in the near future?
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