How To Provide Better Service with the Prequalifying Questionnaire

Do you ask prequalifying questions of your buyers or do you leave it up to the lender?

The simple answer is yes.

Leave the dirty work for the lender

Obviously, you don’t want to ask your clients any deeply guarded questions pertaining to their finances. Asking how much a client could afford is the dirty work. Leave that to the lender!

Learn how to better serve your client

You want to learn how to better serve your clients and find out how serious of a buyer they are. Ask questions that delve into when and where your clients want to buy and what type of amenities they are interested in. A prequalifying questionnaire can also help you determine if they needed a referral to a lender.

Refer them to your lender

A prequalifying questionnaire can also help you determine if they needed a referral to a lender. Based on their answers, you can send them in the direction of your preferred lender (or theirs, if they have one) to pre-qualify them for a loan.

Need some inspiration?

I created a pre-buyer questionnaire that will give you some ideas on what questions you might want to ask to get a better idea of your buyer’s motivations.

Read more about prequalifying your clients and download my questionnaire.

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