Has this happened to you?
The real estate agent, who refers a ton of clients to you, called to let you know that they are working with a buyer who has already been pre-approved by another mortgage company. The real estate agent loves working with you and wants to know if there is a “script” that you would recommend-- so that they could ALSO refer you!
I know what you are saying to yourself — I wouldn’t want a real estate agent referring a client that I pre-approved, to another lender!
I get that!
But, let’s face it, even pre-approved prospects will continue to shop for the best deal, and are willing to start the process all over again—if it saves them money or time.
So, I asked this question on Facebook:
What script does your real estate agent use when asking their clients to get a second opinion from you?
Here are three scripts that other loan officers have used successfully and have allowed me to share them with you.
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