No Broke Months For Salespeople - How to Reassure Your Real Estate Client About the Underwriting Process

Episode Date: June 18, 2023

How to Reassure Your Client on UnderwritingsReal Estate Coach Dan Rochon of No Broke Months for Real Estate Agents talks about the best way to reassure your clients when underwriting challenges occur.In this episode's script and roleplay, Dan tells what to say when underwriting challenges occur and explains why it is important for the client to know beforehand.Learn more about this script in this new episode of No Broke Months for Real Estate Agents.--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/thecpicommunity/ 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

Every single thing we do here with CPI, it's all common stuff that happens, right? All across the country. It's like, let's just handle it up front, right? And so having that conversation makes you a professional because when it happens now, they're like, oh, Cindy's told me this may happen. 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 reassure your client on underwritings. Real estate coach Dan Roshan of No Broke Months for real estate agents talks about the best way to reassure your clients when underwriting challenges occur. In this episode's script and role play, Dan tells what to say when underwriting challenges occur and explains why it is important for the client to know beforehand. Learn more about this script in this new episode of No Broke Months for Real Estate Agents. no broke months for real estate agents. So we're done with the training for the 80-20 buyer consult, but we're not done with the role play. Okay. So I may call an audible here and suggest that we role play before we, because I don't know if it makes sense for us to focus on

the listing presentation until we're completely done with the buyer presentation. All right. So what I'm going to do for the obstacles in the market is I'm going to remind you what those obstacles are, and then we can expand on it. The obstacles in the marketplace that I want you to go through with them are going to be the underwriting challenges. So underwriting challenges. So even great buyers like you, sometimes a week before closing, the underwriter is going to come back and they're going to ask for all kinds of silly documents. It's not really silly. They're important documents, yet it may seem silly to you. So that's all it is. So for the underwriting, it's simply a week before closing, the underwriter may come

back and ask you for documents that they've already asked for. And that may be frustrating to you. It's a part of the normal process if that occurs. All right. Harvey Penn, you on roll with it? OK, sure thing. OK, even an accident buyer like yourself, a week before closing, the underwriter might come back and ask for some documents that you've already provided. Don't get frustrated. We'll just give it to them and proceed. Good, good. And I like that you added, which I did the first time, even a great, well-qualified buyer like you. And so the reason why that's important is because

removing the potential for them feeling judged. Like, you know, don't they know I pay my bills on time? You know, that's subconsciously what they may be thinking when that happens. Rosalie. Even a great, well-qualified home buyer like you, the week before closing, the underwriter is going to come back and ask you for documents you may have already given them. I know it can be frustrating. Perfect. Perfect. Real simple, real straightforward. All right. So this is a very simple script to have again, upfront, that changes you from, from being Nostradamus professional to the most idiotic agent in the world. When the same thing happens, if you have this conversation or don't, because if it's a week before closing and that happens, anything that happens, even if it's

outside of you directly. So if they're getting frustrated or getting annoyed, pissed off, whatever the case may be. Right. So it's a comment like, again, every single thing we do here with CPI, it's all common stuff that happens right all across the country. It's like, let's just handle it up front. Right. And so having that conversation makes you a professional because when it happens now, they're like, oh, Cindy's told me this may happen. And they may still get annoyed, but that annoyance doesn't get to you. It goes to the lender and they me this may happen. And they may still get annoyed, but that annoyance doesn't go to you. It goes to the lender and they're happy with you. And in fact, think that you're a professional. 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.