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 guarantee specific outcomes. Always follow all federal and state Do Not Call rules. Check the Do Not Call Registry and your local guidelines before making outreach calls. We also recommend seeking guidance from your broker and advisors.

Presented by Darren Tunstall, licensed real estate agent (DRE #01853445). This podcast is produced independently of any real estate brokerage. The goal is to provide you with what we believe are valuable insights, practical tools, and actionable information to help you grow your practice.

Results may vary.

Music by Coma-Media from Pi...