How Important a Lender Consultation Really Is
We always talk about buyer consultations for agents — but how important is a lender consultation? In this video, we break down why that first lender conversation is crucial to building trust and setting the stage for a smooth mortgage process. Whether it’s a Zoom or a face-to-face meeting, giving buyers a chance to connect personally makes a huge difference — especially when they’re sharing sensitive information. Learn the key question every lender should ask up front, and how to adapt based on the buyer’s experience level. This is the foundation of great communication and even better closings.
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