Top 5 Questions For Realtor Meetings

Leading mortgage professional Jeremy Forcier has a proven process for opening doors with Realtors. As Mortgage Adviser and Senior Vice President of Retail Production West for Peoples Home Equity in California, Jeremy has worked through dozens of processes and scripts to hone everything down to one polished system that gets the best results. Jeremy also flawlessly integrates mobile technology into his Realtor conversations to communicate that his referral home buyers will increase a Realtor's conversation and help them sell more homes.

To increase your referrals with Realtors, Jeremy’s process consists of 5 key questions that get Realtors to open up about how he can best help them. The questions are:

  1. Where are you having most of your success right now in your business?
  2. Where are you having your biggest pain or challenge in the market right now?
  3. Do you have a goal for how many families you want to help per year? Do you know how many families you closed or how many homes you sold in the last 12 months?
  4. What are your three non-negotiables in a business or personal relationship?
  5. If you could change anything about the mortgage process, what would it be, and why?

Each question leads the conversation to the next question and helps Jeremy learn what he needs to know to best serve this Realtor. He brings the questions to the in-person meeting already written out then he writes down his answers to remember the points to emphasize at the end when he summarizes the conversation.

Here's Jeremy's exact script on how he has the Mortgage Coach Conversation with agents:

"<Agent name>, it looks like your three non-negotiables all resulted around communication. I absolutely love and am huge on communication. You will get open communication not only from me but from my team as well. You will also be cc'd on these amazing Total Cost Analysis videos that I do. It's called Mortgage Coach. I can send you an example of one. In fact, I can show you one right now if you want so that you can see our communication style with our clients and agents."

You can hear Jeremy’s Mortgage Coach conversation and how he frames his responses in this video. These scripted responses are yours to use. Just watch the video to learn how to integrate these 5 questions into your next Realtor meeting and start getting more referrals.

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