CONTACT

Ask the 5 Qualifying Questions before referring to the lender:

1.     What do they do for work/income? Around 70k for 1 $45k each for 2. 

2.     Do they have a credit score? Good = 620+ OK = 580+

3.     Do they have any $ for down payment and closing costs? 15k

4.     How motivated are you to get pre-approved Immediately? Need Urgency

5.    Is it alright with you if I have my preferred lender contact you asap?

For Pre-approval or Second Opinion

Step 1: Refer the Lender with Value 

Lender Intro 

TEXT - “Leilani! I trust the team at NFM Lending. For years they have been recognized as the top Loan Officers in the USA and there is not much he hasn’t seen. They have access to all of the best loan programs and his knowledge and professionalism will blow you away. If it’s alright with you, I will pass your name and number on to __________ so that the team can reach out to you right away for a conversation”

EMAIL to Client  - 

Kai and Leilani,

Great talking with you today.  As I mentioned, I know and trust an amazing lender.  For years Kevin at NFM lending has been recognized as one of the top Loan Officers in the USA and there is not much he hasn’t seen. Kevin and his team have all the best loan programs and they will work hand in hand with you to get the best Rates and Terms possible. Their knowledge and professionalism blows me away. 

Keep an eye out for a call from 808-800-4167.  I’ve sent them your contact info and cc’d them on this e-mail.

EMAIL to Lender 

Team Rudrud,

(Borrower) is a young couple, no kids, looking around $900k in the Kailua Kona area.  They are interested in a low down payment options.  I know they are in the best hands.   

(Tell us their scenario and story so that we can build rapport quickly to engage your client)

Their contact info is XXX-XXX-XXXX, best time to reach them is _______

Thanks everyone.  I look forward to hearing back and getting Kai and Leilani out shopping for their home. 

Then add your signature.

Step 2: Send Complete Contact info to Lender:

Full Name

Email

Cell#