Get more listings by partnering with your lender!

This questionnaire is to help you as a real estate agent to interview a prospective
loan partner(s) to determine if there is an interest/match in creating a mutually
beneficial strategic partnership to promote cross marketing and referrals between
the agent and the loan originator…..and ramp up the servicing for your clients
and customers.

In order to comply with RESPA/HUD regulations, it is imperative that both the
agent and the loan originator be aware of what is appropriate and allowable to
avoid violations of these regulations. However with recent due diligence, the
ideas stated here are designed to create a harmony for both parties to create an
exceptional service offering for the consumer, while creating a long term client for
life after the original transaction.

Use this as a template to interview other ancillary services to the transaction that
would mutually benefit the cross leveraging of services for other services: Target
professionals like financial planners, accountants, tax specialists, insurance
agents, attorneys, etc.

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