January 2019

What lenders should you refer?

One of the trickiest steps for home buyers, especially first-time buyers, is picking a mortgage lender. With many choices, your clients can find this part of the home buying process overwhelming. That’s why they frequently turn to you.

Obviously, you want your clients to have a lender who can offer knowledge and guidance while excelling in customer service. Working with the right lender can make their home buying experience, and your job, easier.

Below are some tips you can give to your clients when looking for a lender:


Find a lender who is responsive

One sign of a good lender is how responsive they are — especially at the first point of contact. How quickly your clients receive a return call or email, and the quality of those interactions, can be signs of how the rest of the process may go. As a lender, I’ll work with your clients every step of the way and am easy to reach by phone or email.


Find a lender who answers questions

Homebuyers have lots of questions, especially if it’s new to them or been a while since they bought a home. Encourage your clients to ask as many questions as they want. Good lenders will take the time to answer them. I’ll work with your clients to review their finances and help them make the best decision based on their situation.


Find a lender with a good reputation

Both the mortgage lender and their company should have a proven track record. You can suggest that your clients talk to friends and others to see whom they might recommend and check out online websites. If you've worked with me before, you know Bank of America provides a high level of client satisfaction. In fact, for the second year in a row, J.D. Power has certified Bank of America’s Mobile App for providing “An Outstanding Customer Experience.”1

I’ve helped many homebuyers find a mortgage that’s right for them. Please feel free to direct your clients to my website where they can find details about my experience and how I can help them in their home buying goals.


J.D. Power 2019 Mobile App Certification Programâ„  recognition is based on successful completion of an audit and exceeding a customer experience benchmark through a survey of recent servicing interactions. For more information, visit jdpower.com.

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