
Client Conversion
Buyer Strategy
Pre-Qualification
The Real Pre-Qual Conversation (It's Not Just About Money)
Don Jacks
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Too many agents treat pre-qual like it ends with a lender approval. "Are you pre-approved? Great, let’s go look at homes."
But that’s not enough.
The real pre-qual conversation includes motivation, timeline, and contingency planning.
Ask:
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Why are you moving?
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When do you need to be there?
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What happens if we don’t find the right home in time?
This isn’t to scare them. It’s to coach them.
Buyers who understand their own backup plan make better decisions. And buyers with clarity don’t panic when the market moves or offers get rejected.
Your job isn’t to just unlock doors. It’s to create clarity.
Dig deeper. Understand the whole story. Then be the guide that helps them write a smart next chapter.