No Broke Months For Salespeople - The Ultimate Script to Connect Clients with Lenders!

Episode Date: August 4, 2024

The Ultimate Script to Connect Clients with Lenders!   Sales Coach Dan Rochon from No Broke Months for Salespeople dives deep into a step-by-step walkthrough on connecting clients and lenders.   Dan breaks down the script into easy-to-follow segments, offering tips on building rapport, asking the right questions, and presenting lenders to align with your client's goals. Join our new No Broke Months for Salespeople episode to improve sales performance. 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

What do they want from the lender? They want the best rates in terms. So you tell them you got the guy with the best rates in terms because that's what they want. By the way, with all your scripts, the easiest way to be able to know what to say to somebody is just tell them what the heck, whatever it is that they want, tell them that you have it

and then figure out how to provide it. 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. The ultimate script to connect clients with lenders. Sales coach Dan Roshan from No Broke Months for Salespeople dives deep into a step-by-step walkthrough on connecting clients and lenders. Dan breaks down the script into easy-to-follow segments, offering tips on building rapport, asking the right questions, and presenting lenders to align with your clients' goals. Join our new No Broke Months for Salespeople episode to improve sales performance. So when you're on the phone call, we said one of the two things that we're going to do is we're going to introduce them to a lender. So here's the script that we

use to be able to introduce them to a lender. Mr. Buyer, I've got a lender who specializes in X, has the best rates in terms of the business. I would not mind introducing them to you. X is whatever their situation is. First time home buyer, veteran, move up, move down. Whatever their scenario is, that's what you fill into the X. What do they want from the lender? They want the best rates in terms. So you tell them you got the guy with the best rates in terms because that's what they want. By the way, with all your scripts, the easiest way to be able to know what to say to somebody is just tell them what the heck, whatever it is that they want, tell them that you have it and then figure out how to provide it. All right. So let's practice this. Johnny, I know you have this one mastered. Go ahead. Mr. Buyer, I have a lender who specializes in first-time homebuyers.

He's got the best rates in terms of the business, and I wouldn't mind doing this. I could introduce them to you. Fantastic. Good job. Remember, it's not, can I introduce them, right? It's, I wouldn't mind introducing them. You're doing them a favor. Right.

You're providing them a service because you're the expert. You're the resource. All right. Mr. Buyer, I have a lender who actually specializes in first time homebuyers and FHA loans. He has the best rates in terms of the business. I wouldn't mind doing this. I can introduce them to you. Would that be a value? Fantastic. A plus, A plus. All right. So then that's what we're going to say to them when we're on the phone call. And then we're going to take a text and we're going to send them the text with the same script. Mr. Buyer, I've got a lender specializes in X, has the best rates in terms of the business.

Here's an introduction to him. Mr. Lender. And then you're going to say something brief about the buyer and you're going to say something nice about them. So that's going to look like something like Mr. Lender. Here's Bob and Jane Smith looking for a single family home here in Arlington. Lovely, lovely couple. You're going to love them. And here's their phone contact information. And then please let me know if I may further facilitate an introduction. You're going to do a text introduction to the lender and to the buyer. Okay. You're going to include both on that text introduction. The reason why you do the text introduction rather than just giving out a name or a number or anything like that is because you want to keep control of the next step. So you do that text introduction, you send that to them. And then at that point, what do you do at that point when you do the text introduction?

Johnny Root, what do you do? Call the lender. Call the lender. Why are we calling the lender? To make sure that he's contacting them immediately and taking care of the client. That's right. Remember, speed the process, speed the process, speed the process. 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.