No Broke Months For Salespeople - A Guide to Connecting Buyers with Lenders

Starting point is 00:00:00 if the lender is not skilled to be able to actually get the information from them. So your job is to set that up to happen, but your job is also to make certain that the lender then does it. Because if the lender doesn't do it, then you're wasting your time and energy, money, resources. Welcome to the No Broke Months for Real Estate Agents podcast. Working as a real estate agent can be incredibly rewarding and fulfilling, but it can also be frustrating if you aren't making the money you deserve. So if you're ready to end the stressful cycle of working hard for no results, then get started with a proven step-by-step system so that every month is No Broke Months. My name is Dan Rochon.

Starting point is 00:00:47 I'm the host of the No Broke Months podcast, which is a show for real estate agents to help you have no broke months. Thanks for joining me. Enjoy the show. A guide to connecting buyers with lenders. Real estate coach Dan Rochon from No Broke Months for Real Estate Agents talks about all you need to know about buyer intake. Dan shows how to connect your buyer with your lender correctly and set it up so that you'll be sure that the buyer gets to the lender with no problem. Learn how to connect the buyer to our lender in the latest No Broke Months

Starting point is 00:01:20 for Real Estate Agents episode. So now we went through the buyer intake. Now what's next? So we're hanging up the phone with the buyer. What are we setting up next? What's happening next? Sending them a text with a video. Video text. What's the video text going to be? Hey, Jade, I look forward to seeing you and Mr. Jade at 3 p.m. later today. Okay. Which means what did I just do when I hung up the phone with them? What did I do? Set an appointment. For? 3 p.m. Using what vehicle? The Zoom video. I set a Zoom appointment, the video appointment. So I had the phone appointment. I identified motivation and means. I used the CPI communication model. I set the video appointment.

Starting point is 00:02:08 The video appointment, everybody's, all the buyers should be at the video appointment. The purpose of the video appointment is to show them homes and to complete the 80-20 buyer consultation. So let's go back to, we just hung up the phone and we're between the phone and the video appointment. One of those steps was to record a video. I look forward to helping you and sharing some homes with you at 3 p.m. And then we take that video, we text it to them. What else are we doing in between the phone and the video? Getting them in touch with the lender. Okay, so on the phone

Starting point is 00:02:38 we mentioned to them that we're going to connect them with a lender. What's the script to do that? Write this down. I've got a lender who specializes in X. He's got the best rates and terms in the business. I wouldn't mind introducing them to you. That's the script. The X is first-time homebuyers, veteran investors, less than ideal credit. Whatever their situation is, is the X. So then when you get off the phone with them to get them to the lender, you're going to do a text introduction. You do the text introduction because you want to keep control so the lender can then give them a call. Text introduction is going to be, Mr. Lender, please meet Bob Smith.

Starting point is 00:03:20 Say something nice about Bob Smith, something generally about their situation. Then Bob Smith, meet generally about their situation. Then Bob Smith meet Mr. Lender. He specializes in and access the best rates in terms of the business. Please let me know if I can facilitate a further facilitate an introduction. You send that text introduction to the lender and the buyer. What's the very next thing you do instantaneous as soon as that text goes? You say send a calendar invitation yes uh before that before that the like as soon as that text goes to the lender you give the lender

Starting point is 00:03:53 a call okay and the reason why you're giving the lender a call is because you want to make sure the lender then gives them a call immediately now that lender should be calling them and they should be ideally getting them to fill the application out online. What many lenders do is they just, you know, they'll send them a link and then they'll fill it out or they won't fill it out. Most times they don't fill it out. And then they come back to you and they say, Dan, I can't get anything from them. Right. And so nine out of 10 times, that's what happens at this point. If the lender is not skilled to be able to actually get the information from them. So your job is to set that up to happen. But your job is also to make certain that the lender then does it.

Starting point is 00:04:38 Because if the lender doesn't do it, then you're wasting your time and energy, money, et cetera, resources. Thanks so much for listening to the No Broke Months podcast today. Until the next show, I invite for you to be grateful, make good choices, help someone, have the best day of your life, and go find a listing.

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No Broke Months For Salespeople - A Guide to Connecting Buyers with Lenders

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