Builders, Advisors and Other Professionals
Your clients need clear, concise, and unbiased mortgage advice. At the same time, your team deserves an amazingly delicious pancake breakfast. Call The Loan Chefs now for more information about how we can satisfy both of these needs and to schedule your breakfast event today.
Setting the Foundation
Building a Successful Partnership with The Loan Chef
BUILDERS
We have worked in the financing division of nation-wide builder, Pulte Homes, and are familiar with all elements of the construction cycle and its corresponding timelines, requirements, and peculiarities. We have over 10 years experience closing construction loans and have a particularly soft spot in our hearts for clients who get to customize a house to their specific needs and desires. We will ensure that the financing part of your sales process is smooth, timely, and free of last-minute hiccups or roadblocks.
So call today to find out how we can make the loan process easier for your clients and to schedule a delicious pancake breakfast for your construction team (801) 999-8275. (Spots are limited).
ADVISORS
Theron has a special affinity for advisors. Maybe this is due to the fact that his father was a financial advisor all the years of his life. Or, maybe it’s due to the fact that his brother provides legal advice to families and businesses throughout the valley. Or, maybe it’s also at least partially due to Theron having spent multiple years surrounded by advisors while they worked together to obtain their MBAs at Westminster College. OR maybe it’s because Theron, too, aspires to help his clients reach their financial goals, and one way he does so is by teaching them how to make smart home finance decisions. You can be sure that your clients are in good hands when you refer them to The Loan Chef for all of their mortgage needs!
So call today to schedule an amazing pancake breakfast for your office (801) 999-8275. (Spots are limited).
What The Loan Chef can do for you
Step 1
Call The Loan Chefs to schedule a gourmet pancake breakfast for your next sales meeting at your office. (Check out the Menu page so you'll be ready to make flavor requests!)
Step 2
Come to the meeting hungry for yummy pancakes -- and prepared to ask any questions you may have about The Loan Chefs or about your clients' specific loan financing needs.
Step 3
Be sure to give Theron or Casey your business card if you'd like referrals to be sent your way.
Step 4
Add us to your contacts in case you have any financing questions while out in the field.
Tips for Preparing Your Clients for Home Ownership
Tip #1:
Direct your clients to get pre-approved for a home loan with a reputable loan officer prior to looking for homes — even if they tell you they’ve already been approved for $XYZ amount by an online pre-approval engine.
Tip #2:
If your clients are interested in a condo, manufactured home, or uniquely-zoned/unusual property, recommend that they work extra closely with their loan officer to make sure the property meets the loan program and/or lender’s underwriting criteria.
Tip #3:
Advise your clients to make all of their monthly payments on time while minimizing their cash/credit spending in the months prior to purchasing a house.
Tip #4:
Listen carefully to your clients and ask questions which evoke their true wishes and desires.
Tip #5:
Interest rates, government regulations, loan programs, and their accompanying stipulations and guidelines are constantly in flux. Rather than chance it, keep the phone number of a knowledgeable loan officer on “speed dial” so that you can verify the current status of any item you or your clients may be concerned about.
*If the question or concern could be critical to the closing of the loan, kindly request that the loan officer reach out to his/her underwriter for confirmation.
Tip #6:
Encourage your clients to provide all requested items to their mortgage lender in a timely manner so that a final approval can be granted in plenty of time prior to the desired closing date.