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How to send me a buyer
Use the words below, make the introduction, and I'll keep you in the loop from the first call forward.
I can assist with your home loan in 49 states, excluding New York.
The two sentences to say
For a buyer who already has a bank pre-approval
"Before you sign anything, let my lender guy Dan take a look at the numbers. He shops 160+ lenders and he'll tell you straight if your bank's deal is good."
For a buyer who was turned down
"Don't give up yet. Dan does a written second opinion and he's saved deals other lenders walked away from."
When to send someone
- They were turned down.
- They were pre-approved by a call center and can't get anyone on the phone.
- They're self-employed.
- They're using a VA loan.
- They need down payment help.
- They're buying a condo.
- They're unsure what they can afford.
What happens in the first 24 hours
- You text me their name and number.
- I call them after reviewing your information.
- I send you a text confirming I reached them.
- Within one business day, you both have a written read on what's possible.
What I will never do
- Call your client without you knowing.
- Quote a rate before I've seen the file.
- Go quiet.
Send me the introduction
Text me the buyer's name and number. I'll take it from there and keep you posted.