No Broke Months For Salespeople - How to Avoid Waiting for Clients to Submit Forms

Episode Date: September 30, 2023

How to Avoid Waiting for Clients to Submit Forms  Real Estate Coach Dan Rochon from No Broke Months for Real Estate Agents gives a script to clients to make submitting paperwork easy.  In this episode, Dan Rochon shares a script and a trick to make the paperwork seem urgent when clients procrastinate or can't be contacted.Learn how to handle this situation urgently in this new No Broke Months for Real Estate Agents episode.--To find out more about Dan Rochon and the CPI Community, you can check this link:www.NoBrokeMonths.com --Stop 🛑 wasting your time ⏳ or spending too much money 💸not getting the results you want in sales; I would love you to join me for the upcoming 5-Day Listing Challenge.You will learn how to find YOUR Way to having closings every month.www.5daylistingchallenge.com--Get your free copy of the Real Estate Evolution here:bit.ly/RealEstateEvolution_GetYourBookThis book shows you the step by step on how to:Step 1: Believe in your unknown potentialStep 2: Deconstruct persuasion techniquesStep 3: Find a business and get hired consistentlyStep 4: Be proactive in the relationship with your clients.Step 5: Learn and implement the exact steps to hire, train, lead, and train virtual assistants so that they can build, support, and guide a winning team to scale.And if you’d like to have a consistent and predictable income, like this page, and don’t forget to join the Facebook group to network with the top agents:https://www.facebook.com/groups/newbieagents/ To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan Rochon

So you have the phone conversation with the buyer. You get the lender on with the buyer within 20 minutes, if possible, for the second you hang up the phone. And on the phone conversation, you're scheduling a video conversation same day. This is freaking vital. Speed the process. 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 Roshan. 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. How to avoid waiting for clients to submit forms. Real estate coach Dan Roshan from No Broke Months for Real Estate Agents gives a script to clients to make submitting paperwork easy. In this episode, Dan Rashan shares a script and a trick to make the paperwork seem urgent when clients procrastinate or can't be contacted. Learn how

to handle this situation urgently in this new No Broke Months for Real Estate Agents episode. All right, who's next? what are you working on how can i help you today dan i have a question hello veronica uh well i have a first time buyer and he is actually he took the first step called the lender so that part is good and now he needs to he needs to send documents to the lender. But it looks like he's not responding to my calls and his calls. So what do you suggest? Okay, I'm going to give you two answers, right?

One's a reactive answer, which is what you're asking me for. One's a proactive answer that will create it so that you're never in this position again. Okay, so let me start with the proactive answer first, okay? So what you want to do when you're working with your lender, this is valid for everyone, so this is relevant for everybody here, is you want to train your,

you want to teach your lender, request for your lender that when they have that conversation with them to take the application on the phone a lot of lenders won't do that they're not it's like not part of their business practice right but for me i tell my lenders look if we're going to work together when i introduce them to you you're going to take their application on the phone all right so basically what they're going to do is they're going to do the application on their behalf right they'll go through and they'll ask them questions and they'll put the information

in there that type of thing this keeps it in control this is all about keeping control of the process there's two things there that you have an opportunity for one is i heard you say the buyer called the lender we should never leave it at chance that the buyer does anything okay so moving forward the next time you do a text introduction to the lender and the buyer and the lender should be calling the buyer i mean unless if it just happened that way right you know but what we want to do is we want to control every step of the process uh three-way text yeah so like if i'm talking to where did the buyer verona where did you find the buyer from? The referral. Okay, great. So then you had a phone conversation with the buyer?

Yes. Great. And then when you hang up the phone from the buyer, there's a couple of things you're going to do. Number one is you're going to introduce them to the lender via a two-way, three-way introduction, two people, I guess, three-way, I guess, right? Where you're saying

buyer meet lender, lender meet buyer. And so then when you complete that, you immediately call the lender. You say, lender, call buyer now. Okay. Again, it's all about control on the process all right so then when you're on that phone conversation you're going to do two things and speed to process is the key to your success okay so this is again this is vital that you everyone here gets this right like this is freaking vital speed to process so you have the phone conversation with the buyer. You get the lender on with the buyer within 20 minutes, if possible, 20 seconds, if possible, for the second you hang up the phone. And on the phone conversation, you're scheduling a video conversation same day.

And so let's say it's 117 right now. Let's say I have that call with him right now. And I'd say, hey, I wouldn't mind doing this. I've got a lender who specializes in first time homebuyers. He's got the best rates and best terms in the business. I can introduce him to you right now. I wouldn't mind doing that. Okay, great. That's fantastic. Okay. If he's available, would you be able to talk to him this afternoon? It would just probably make best sense for you to do so. Okay, I can do that. All right, I'm going to do a text introduction to you right now. And then what I wouldn't also mind doing is I have some homes in mind that I'd love to be able to maybe jump on a quick video conversation with you. And during that quick video conversation, I'll review those homes with you. And I know I could just email the two of you, but I found that if we just jump on a quick video conversation, that it's quicker because we can make adjustments in real time. I can really make sure that I know what you're interested in. I'm hitting the mark. Does that make sense to you? Would that be valuable? Yes. Yes. Great. So how about five o'clock tonight or maybe six? What's best for you? Six o'clock. Okay. I'm going to send you a Google calendar

invitation. Will you accept the Google calendar invitation? That way we make sure we don't miss each other. Yes, I'll accept that. All right. I'm sending that to you right now. I'm supposed to say buyer, we look forward to helping you. I look forward to helping you. Okay. So you're going to send that Google calendar invitation to talk to them at five o'clock today. And then you're going to ask them, so are you comfortable with Google Meet to do a video call or Zoom better for you? You get a free account for Zoom. You get a 45-minute call.

Google, I think, gives you an hour call video. Okay. five-minute call. Google, I think, gives you an hour call video. Okay, so that, and now you hang up the phone, you do the text introduction to the lender, you call the lender, and now at five o'clock, you already have like an idea of what they can qualify for, and you can make sure the lender fills out the application when they're on the phone with them. Okay, so these are all the steps that when you do all of that, you'll never be in this position again. 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.