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OUR IN-HOUSE LENDER
OUR IN-HOUSE LENDER
ABOUT RITA CARUSO - As an avid triathlete, Rita Caruso is all about crossing the finish line. She brings that same mindset to mortgages and is committed to getting you to the closing table!
Rita is a licensed mortgage professional with more than 20 years of experience in the home financing industry. She is very passionate about serving her customers and the real estate community with her knowledge and expertise, particularly with FHA, VA, jumbo, conventional, and bridge loan products.
With a roster of clients and partners all throughout California, Rita and her team strive for the best possible customer experience and satisfaction on every transaction!
In her spare time, Rita also loves to paint and enjoys spending time with her husband on their Sea Ray yacht. Rita is current present of the Discovery Bay Lions Club and does a lot for her community. She is a triathlete who enjoys the outdoors!
UNDERSTANDING MORTGAGES AND TERMS
UNDERSTANDING MORTGAGES AND TERMS
HOW TO CONNECT A CLIENT WITH A LENDER
HOW TO CONNECT A CLIENT WITH A LENDER
How To CORRECTLY connect a buyer with a Lender to ensure LEAD CONVERSION:
Tell the buyer you are sharing 3 lenders you know; let them know that they can contact 1 or all 3 of them (or more), but if they will tell you when they want to reach out, you will do the following:
reach out to the lender prior to them reaching out to tell them who they are & share their contact so they will be expecting to hear from them
then, send a group text with them and the lender to establish the connection
when you do reach the lender, ask them if there is a specific time that day or the next day that they will be unavailable so you can set them up for success
also tell the buyer to let you know after they've spoken to the lender; you can let them know that when you buy a home, the loan terms are part of the contract, but there are also specific strategies and a way you will write future offers that has to do with their loan type, but reassure them that you will verify all those details with the lender and then touch base with them to explain "what it all means."
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