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Realtors’ Mortgage Broker Wish List

What do Realtors really want from a mortgage broker?  Mortgage expert, Janet Guilbault, has compiled a tell-all list from agent feedback on ActiveRain.

top-ten-mortgageWe’ve culled Janet’s findings into a top-10 list reflecting our 2 cents.

What follows are 10 things Realtors may be thinking when evaluating you as their new mortgage broker:

  1. I expect on-time closings.
  2. I want my calls always returned promptly.
  3. I DO want a backup mortgage person. I’m just not going to go out looking for you.
  4. It is hard for me to trust you because you are a direct reflection on me.
  5. My biggest fear is that I will need to apologize because I referred you.
  6. I need to know you are in this for the long haul.
  7. It turns me off when I see you are looking out for yourself more than the client.
  8. I don’t want your sales pitch, I don’t want your donuts, and I’m pretty sure I don’t want your rate sheets either.
  9. Your occasional referrals of potential buyers show me this isn’t a one-way street.
  10. If I don’t know you, you are not getting my customer’s name. It isn’t about your marketing, it’s about our relationship.

(Original source:  California Mortgage Advisor)

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Last modified: April 26, 2017

Robert McLister is one of Canada’s best-known mortgage experts. A mortgage columnist for The Globe and Mail, interest rate analyst and editor of MortgageLogic.news, Rob has been covering Canada's mortgage market since 2007.