Tool To Get Deeper With Clients

As we all know, most of our industry looks at eligibility over suitability.

I wanted to explore this further and consider really separating myself as a trusted advisor, especially with rate shoppers and a volatile environment, etc., but I didn’t want to throw too much at the client upfront. I love Todd's PinFen workbook, but I reserve that when I go deep with my clients post-close.

I am implementing this simple budget tool into my consultations. I’m finishing up my ambassador cert with First Home IQ as I get a discount with my other coaching program. I have the client complete it upon completing my application and returning it before my official mortgage consultation. It's creating much more rapport. The more you educate, the fewer clients shop you.

Feel free to make a copy and use it. I recommend you complete one yourself as well.

Budget Link