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What should real estate agents look for in a lender partner?

The short answer

Look for a lender partner who answers quickly, reviews pre-approvals carefully, communicates clearly with you and your buyers, and surfaces problems early. The right partner protects your timelines, your reputation, and your client relationships.

What matters most

  • A direct line to the person handling the file
  • Pre-approvals that are thoroughly reviewed up front
  • Regular status updates without chasing
  • Options for buyers who don't fit a bank's box
  • A track record of on-time closings

Questions to ask a potential partner

  • Who will my buyers talk to day to day?
  • How do you review a pre-approval?
  • How will you keep me updated?
  • What's your typical time to close?

How I work with agents

You'll work with me directly. I review files closely, share updates along the way, and most of my loans close in about 20 days.

The bottom line

Your lender partner is part of your client's experience. Choose one who makes you look good.

This is general information, not financial advice or a commitment to lend. All loans are subject to credit approval, and programs vary by lender and eligibility.

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