The Script You Need for Your Lender

 

Episode Summary

How To Set Your Clients Up For Success With A Lender

In real estate sales, agents must connect clients with lenders. This connection isn't just about paperwork—it's about helping clients navigate the financial side of buying a home.

Real Estate Coach Dan Rochon of No Broke Months for Real Estate Agents talks about the script you need for your lender.

Learn how to communicate with your lender how they want to be communicated in this new episode of No Broke Months for Real Estate Agents.

In the fast-moving world of real estate sales, the first chat with potential clients lays the groundwork for their journey to owning a home.

In a short chat, agents learn about clients' buying reasons and financial situations. This helps agents understand what clients need and sets the stage for a smooth process ahead.

After the initial chat, the next important step is introducing clients to a trusted lender. This isn't just a formality because it's about making things move quickly and keeping everyone on the same page.

By connecting clients with lenders right away, agents speed up the process and help clients better understand their financial options. This quick connection shows clients that the agent is committed to making things easy and efficient.

As the relationship between clients and lenders grows, agents like you should stay in touch to ensure everyone is up to date.

Regular updates from the lender, such as financial assessments and property details, give agents like you the tools they need to confidently guide clients through the following steps. This teamwork builds trust and smooths the whole home-buying process for everyone involved.

By working closely with lenders, agents ensure their clients have a positive experience from start to finish. This helps them reach their goals much faster and improve their relationship with you.


Do you doubt yourself? 

If yes, then I invite you to borrow our belief. You are unstoppable, and with CPI, you will achieve your goals!

You just need to find YOUR Way. 

I wrote Real Estate Evolution - The Ten Step Guide to Consistent and Predictable Income to help you discover YOUR Way and offer it as a gift for free. 

The book is a step-by-step manual that will guide you to understand how I have had No Broke Months (with an average of 10 monthly sales) since 2008 - and it will show you how you can do the same moving forward.

You can Claim Your Copy HERE.

Imagine that you are successful as an agent in six months, have figured out how to do the business and have monthly closings, and are reaching your potential, which means you will have the courage to stick to selling and make more money. 

Others will admire and value you. 

And don’t forget to join the Facebook group to network with the top agents:

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