Wow. Glad you even care! I'm afraid there are multiple single most thing with me.
1. Please make contact with the prospect and call or return calls in a timely manner. Not doing so puts the referring agent in a very bad light with that client. One popular loan officer would get my message about not returning the client's calls, call the client and get voice mail, then call me and say she been calling and the client hadn't called her back. She's someone else's loan officer now. Come on, where there's smoke, there must be fire.
2. Please note the finance contingency expiration date on your calendar. If this date is fast approaching and you do not have a firm commitment from underwriting, the agent should be asking you about next steps. If you can't do the loan, we need to know that to protect the client's interest (and earnest money) before the finance contingency expires.
3. Please keep the excitement going if you can. Prospects often call because of a program they've seen on my blog that has made them believe that a home purchase might very well be in reach after all. I screen out buyers in an effort to get the good ones to my L/Os. Just recently, a client was sent to a major well-known regional lender absolutely pumped and ready to go. The client called after their initial conversation and told me that the L/O that I had recommended kept saying, "well, I don't know, we'll have to see" over and over again. She too is someone else's loan officer now.
Thanks for letting me vent. I feel better now.
REALTORÂ® Keller Williams Realty Atlanta Partners