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Mortgage Mastery Basecamp

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Loan Assistant Playbook

19 members • Free

1 contribution to Mortgage Mastery Basecamp
🗣 Agent Edge: 2 Trust-Building Scripts for Lending Conversations
As a real estate pro, you don’t need to be a mortgage expert — but how you talk about lending can make or break trust with clients. Here are two simple, high-impact scripts you can use to position yourself as a pro and build confidence in your process: 🎯 SCRIPT 1: When a client says, “I already have a lender.” “That’s great! My only goal is to make sure you’re set up for success. I work closely with a Certified Mortgage Advisor who gives my clients a full mortgage and wealth building strategy. If your lender has already done that, amazing. But if not, I’d love to get you a second look just to be sure you’re making the most confident decision possible.” ✅ Non-pushy. Builds value. Creates curiosity. 💼 SCRIPT 2: When a buyer is worried about affordability or high rates. “Totally get it — everyone’s feeling that way. But here’s the truth: people don’t regret buying homes, they regret waiting too long. I work with a Mortgage Advisor who shows you the long-term cost of waiting so you can make a confident call. When's a good time to connect you?” ✅ Acknowledges concern. Positions you as a guide. Opens the door.
1 like • 7d
Love the second script, clients are so often talking about rates, anxious to buy but hesitant because they want the best rate.
1-1 of 1
Mariah Reck
1
4points to level up
@mariah-reck-7111
I'm new to the mortgage/real-estate world. I recently became a loan officer assistant. My plan is to grow and learn as much as I can!

Active 4h ago
Joined Sep 23, 2025