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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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Business Builder Blog

Making Finances Simple. Changing Lives.

5/22/2014

Ensuring Buyers Don’t Jeopardize Their Pre-Approvals

Many buyers endanger their home purchases between the time they are pre-approved for a home loan, and the time they apply once their offer is accepted. See below to help avoid this from happening to your buyers....

The last thing you want is to have your buyer’s offer get accepted, only to later have their loan get denied because they changed jobs mid-process.

Most people buy homes a few times in their life. They don’t know the process. They aren’t aware of the things they need to avoid to ensure their loan gets approved.

That’s why we provide them with a “Your Next Steps” document to tell them the “Do’s” and “Don’ts” after they get pre-approved.

This includes things like the following:
  1. Feel free to use my help getting your offer accepted (Click here for more info...see #3 in that article)
  2. Use the right account for your escrow deposit upon offer acceptance
  3. Don’t change jobs
  4. Don’t make deposits or move assets
  5. Don’t make big purchases on credit

Click Here to see this “Your Next Steps” document (or click the image below)
Picture

HOW YOU CAN USE THIS:

  1. When your clients work with us, we provide this “Next Steps” doc after pre-approval to ensure they know what to do.
  2. Have your clients follow these “do’s” and “don’ts” so your transactions aren't compromised.

Our goal is to ensure you don’t lose any deals (and your buyers don’t lose homes) because of overlooked details. This is why we dot every “I” and cross every “t”.

Contact us with questions...we’re here to help!



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