3 Tips for Getting Your Clients Across the Finish Line
Whether your client got a new job or is looking to relocate, there is a plethora of reasons people shop in today’s real estate market. As a real estate professional, it is important to be able to help them navigate the market by creating personalized plans. From the pre-approval process to sustaining their purchase, you want to ensure they feel comfortable from the start to the end of the transaction. Here are some ways to help your clients prepare for their home-buying journey.
An efficient process will enhance your client’s experience. The pre-approval process is the first and most crucial step for your client to take into consideration when purchasing a home. Providing them with a list of what they will need to know is a great way to equip your client with the necessary tools to succeed.
Help them gain a better understanding. You can start by prepping them to collect and gather some commonly requested documents that they need. This will keep them organized as they get ready for the pre-approval process. When working with a lender, they will need their identification cards, proof of income, employment verification, financial statements, debt information, and possibly proof of assets.
Consider making your client a PDF guide, blog post, or even a video that explains how to check their credit report ahead of time, so you can manage their expectations. These tools are most helpful in helping your client understand the different factors to keep into consideration when looking into their credit profile. This could be a list of how to check their credit reports daily, providing your clients with tips on improving their credit scores, like keeping their credit utilization below 30%, or providing an outlet for your customers to stay informed about changes to their credit reports.
Assist them in sustaining their purchase. You can offer financial planning resources or provide information on financial planning professionals, where they can get more in-depth advice on their unique situations or objectives. Some may aim for more excellent financial stability, while others may be working on building their credit.
These processes are essential to buying a home and sustaining the transaction afterward. With these helpful tips, your client will gain a clear understanding of their purchasing power. By helping your client streamline their pre-approval process, the list you provide will help them reduce errors, save time, and optimize the best resources. Not only that, but this also helps to build a stronger client relationship as you offer reliable and responsive information.
Samantha Minns
RWorld Content Writer
✉️ Email
Source: Forbes
