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.”
âś… Non-pushy. Builds value. Creates curiosity.
đź’Ľ 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?”
âś… Acknowledges concern. Positions you as a guide. Opens the door.