How to Get a Client Over to the Lender
How do you actually get a client over to the lender — without losing momentum? Most agents get it wrong by simply sharing contact info or asking the lender to reach out. That rarely works. In this video, learn the exact method that top agents use to hand off clients effectively using a simple three-way text or email. This strategy creates instant accountability on both sides and ensures the communication actually happens. Whether it’s for a refi or a new purchase, this is how you keep control and drive action. Master the move that keeps deals moving forward!
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