In this scenario you engage with a lead who has been browsing on your website and is considering upgrading to a larger home due to a growing family. The lead expresses specific needs like more bedrooms, a bigger backyard, and a home office. You identify these preferences, recommend getting pre-approved for a mortgage, and offer to provide lender recommendations to help them start their home search.

Requirements

• Ability to identify and understand the lead’s home preferences.
• Knowledge of the home-buying process and mortgage pre-approval.
• Skill in recommending trusted lenders.
• Effective communication to set clear expectations and next steps.

The intention is to understand the specific needs and preferences driving a lead’s home search and to guide them towards taking the initial steps in the home-buying process, such as getting pre-approved for a mortgage.

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This content is for educational purposes only and does not make any guarantees. We suggest you seek the help and/or advice of your broker, coach, mentor, office manager, attorney, and/or financial advisor. Brought to you by Darren Tunstall, a licensed real estate agent, DRE #01853445. This podcast operates independently of Darren's affiliation with Keller Williams Realty and any REALTOR® associations. The intention is to provide you with valuable information, insi...