No Broke Months For Salespeople - Unlock Winning Offers with Strategic Lender Partnerships (Buyer Consultation Secrets That Actually Convert)

Episode Date: November 15, 2025

What you’ll learn in this episode: ● Why most agents waste time showing homes to buyers who never purchase—and how to prevent it● How to get hired before ever showing a home by treating the consultation like a listing appointment● The crucial role of video calls in setting expectations and gaining commitment● How to leverage lender partnerships to create certainty, trust, and stronger offers● How buyer psychology can help eliminate objections before they arise● Why focusing on consistent activity—not unpredictable outcomes—drives long-term success 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 RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

When you're writing the offer that gets accepted, you should be on the thumb with your lender at that point. Okay? For me, I treat the lender as a partner in the offer. You're listening to No Broke Months for Salespeople Podcast. In this episode of the No Broke Months for Salespeople podcast, Dan Rochon breaks down how mastering lender partnerships and treating buyer consultations like listing appointments can completely transform your conversion rate. You'll learn how to get buyers to commit before you ever step foot in a home, how video calls streamline the process, and why focusing on activity, not outcomes, is the real driver of predictable success. But when you're with Redfin, if you were looking at this from a macro model, I could tell you of the amount of clients that you met with actually met at a property that didn't end up buying increased significantly than following this type of process.

from just a video. Would you say that's a true statement? Do you know? I mean, you may not know because you're just like a point in the process, but what do you, what do your thoughts or feelings about that that is a statement? Like, if you had 10 different clients or you showed 10 different homes or 10 different people, do you think 10 of them would buy, five of them would buy? Do you have any idea? Less than half maybe? That's a tough question, man. There's so many factors in there. Just the whole process that they have set up, it's tough to answer. I would say maybe 50% yeah without the experience

if I was to guess that would have been my guess yeah half of them already have agents using it as a touring service some of them you know we've already had that phone call went through you know some of the basics such as there's so many variations with redfin so the reason why I bring redfin as a model is

because you actually like you can't get to a higher degree of action as a buyer than actually looking at homes right so there's another model that you can measure the highest degree of action, which is they're actually touring homes, not following necessarily that process of that 80-20s, right? And with the 80-20 process, you get them to the video, like an 85%

just in the video, before you even go out to the lane. So there's a choice between getting them entirely pre-qualified before the video call or getting them to that video call as quickly as possible. I'm going to go as quickly as possible. Now, in the background, I'm signed maintainously getting them to the lender, because you get that from the phone call and making sure that lender's getting on the phone call with them and that would be valid to say

they would say they show up for the video call and then they'd not yet talk to the lender or for whatever reason. That's definitely going to diminish your results like that scenario. Okay, but I always are on the side of speed. That's, you get in, you're getting higher at the end of the video call

before you're showing that first home. Yeah, you should have it in prequalifies. Got it. And so like again, at the holistic process and i want you i want you to look at this as a linear process right and it's understanding like where are you in time right and so it's like you're on the phone call you're on a video call in between there you get into a lender video call in between any getting a homes and by the time you get them to the homes they would have hired you from the

video call and they would have you know talk to lenders you got a number of mine the way that i worked with my lenders is they may not have gone through desktop underwriting they may not have gone through and look at their tax forms and all that type of stuff before i'm willing to show them homes what i need from that lender is i need them to tell me dan we're good here's a number right that's what i need to hear from the lender right they may need to go through some processing that type of stuff i'm willing to take the risk that maybe the buyers are not telling you know telling everything to the lender that type of thing but it has to be in process right and you have to have that lender have a faith enough to tell you

tell you a number. And then when you're writing the offer that gets accepted, you should be on the thumb with your lender at that point. Okay? For me, I treat the lender as a partner in the offer. And it's something that I've noticed that, you know, agents seldom do. It's, it's just, it's for weird. Hey, hey, salesperson, are you struggling to close deals or struggling to gain trust? Or are you struggling to create consistent and predictable income? I'm Dan Roshan. And I've seen it all. Salespeople stuck in uncertainty, guessing their way through the business. And that's why I created the consistent, predictable income CPI inner circle

to give you the tools to master, teach to sell, and finally eliminate the struggle. Learn how to influence, close, and turn doubt into trust on repeat. No more trial and error, just results. Ready to take control? Visit www.0bropmonths.com. that's no broke months.com click login and get started today right it's like you're going to write an offer you're not even talking to the lender about like the finances how to be able to structure a way that's beneficial right like i'm literally when i'm putting that offer together lenders on the found right

and lenders telling me okay again we could do this we can do this we could do this etc and then that's going to allow for me to position the offer the best um and the the appointment the video appointment I want you to think about that like a listing appointment right now that's the process that's the understanding phone employment you're setting up your listing appointment it's the buyer listing appointment buyer listing appointment you're there to consult and get higher and um so i've got a question and the google calendar invitation how do you do that what do you do for the google calendar invitation like what work you're using the google calendar invitations i look forward to helping you on let's say we've got to set up for

Thursday. So it's going to be Bob Smith. I look forward to helping you. Okay. In the hitting the bullseye conversation, what are the three things? The price location, the type of home. When you're introducing them to a lender, we heard Rachel say best rates in terms. What is one thing that we want to add to that? Specializes in X. And outside of that, maybe just like practicing. the actual scripts, you know, like what is the home inspection conversation, which is, you know, 100% of the time. The home inspector is going to find things, you know, 100 things wrong with that property 100% of the time. And what we want to do is we want to be able to protect you against the big things that are going to cost you money, HVAC, plumbing, electrical, that thing

and stuff. That's actually the second part of that conversation. The first part of that conversation is when you go home, the night that we write an office gets accepted, you're going to, uh, you're going to feel, you know, a little bit, uh, unsure. You're going to have some anxiety. And literally, we just did this to cut the client that closed yesterday. I remember the day, I had this conversation with them. I said, Kyle, his name's Kyle. You're going to feel unsure. You're going to feel, you know, you're going to feel excited, but you're going to be like, you know, you're going to be on edge. You're going to be tossing at turning. The next morning, and your sister's probably going to text. You call you.

you're an idiot and this is the experience that you're going to have i had that conversation a guy that was just closed yesterday the day and kelly was taking the lead on this right so i was just like calling just to check in the day after they go under contract i give him a call i give kyle a car saying hey kyle how's it going he's like dude you're so freaking right i was like what he mean he's like i couldn't sleep last night right now think about that as an experience of the client so now it's like it's it's like his experience now it's like i can trust dan and kelly Right. And this is perfect normal. Then I'm costing interning. Does that make sense to you guys? Yeah. And so it's like you're taking all the things that could go against you otherwise without having a conversation. You use them to your benefit, to the client's benefit. Definitely focus on the process, not the result. Focus on the process. Celebrate your actions. Your success is not the outcome. Your success is the activity. When you celebrate that success, you'll always, you'll always in position to succeed. When you celebrate only the outcome, this business is so freaking hard,

so sporadic, and so long in between closing sometimes. Man, that's a tough, that's a tough way to go, emotionally. You guys follow me on that? But you could celebrate your success today. And when you celebrate that success as being the activities. All right, guys, thank you so much for your time there. Have the best day you like to be grateful to make the choices. Go to help somebody in.

Let's focus on the activities as the metric of success. This is Dan Roshan, host of No Broke Months. Do you want consistent and predictable income with no broke months? My new book, Teach to Sell, why top performers never sell, and what they do instead is being published early 2026 by Simon & Schuster. You can pre-order now at www.com. and unlock over $10,000 of free bonus training.

Don't wait, go to www. Teach tosellbook.com and grab your copy today. That's teach to sellbook.com.