BankerVs Broker
Know the roles. Guide with confidence.
Broker
Bankers follow their
process, even when
it slows things down.
SpeedtoClose= YourReputation
Brokers can move
faster, get creative, and switch things up when needed.
Agent example:
Clientneededtoclosefast.The brokerhadbackupoptionsready andpivotedquickly. Westillclosedontime.Thelisting agentnoticed.
Bonus win:
Welandedanoff-marketdeal becauseourbrokerhadadirect connectiontoalender.Itsolveda problemforthesellerandgotour buyerin.
P
rogram Flexibility
=
More Qualified Buyers
Abankermightofferthreeloan options.
Abrokercanofferthirty.Thatincludeswhatbanks offer,plussolutionsforcomplexordeclined scenarios.
Agent example:
Aself-employedbuyerwasdeniedbytheirbank. REMortgagematchedthemwithabank statementloanthatworked.Nodelays. Nosetbacks.Justasuccessfulclose.
Smart Structuring
Wematchtheloan toyourclient,notthe otherwayaround.
Financing Power = Deal Control
Whenyourlenderhasmoreprogramsandfewer restrictions,youstayincontrol.Youcancatch problemsearly,avoiddelays,andkeepthedeal movingevenwhenchallengescomeup.
Agent example:
Wecaughtacondoissueearlybecauseour REMortgageflaggedthewarrantabilityrisk upfront.
ThebankerIworkedwithbeforedidn’t mentionituntilunderwriting.Thatdelay nearlycostusthedeal.
Your Preferred Lender
= A Reflection of You
Thelenderyourecommendsaysalotabout howyouwork.Clientswillrememberwho helpedthemwinandwhohadaplanwhen thingsgottough.
Agent insight
“Mybuyerwasdeniedbytheir firstlender,butIhadmy
FinanceManagerreadywitha solidbackup.Weclosed withoutdelay,andtheircousin calledmethenextweekto starttheirownhomesearch.”
More Deals Saved =
More Referrals
Bringtherightlender,close thedeal,andopenthedoor tomorebusiness.
Want to grow even
more? Just ask.
Wecanhelpyoureachclientsothers overlook—including:
•Buyerswhoneedtopurchase beforeselling
•Investorslookingforoptions beyondthebank
•Homeownerswhocouldbenefit fromatemporaryratebuydown
•Self-employedbuyerswhodon’tfit traditionalincomeguidelines
Whateverthe scenario,we’ll helpyou matchthe rightstrategytothe rightclient—
soyou can close more dealswith confidence.
B
rokers are like personal shoppers
Moreoptions,moreflexibility, betteroddsofclosing.
