Use this before the next conversation
- Buyer goal, timing and comfort range
- Cash-to-close readiness
- Program and property-fit questions
- Communication plan before the offer
- Financing checkpoints from contract to close
Write down what you know, mark what still needs verification and avoid including Social Security numbers, account numbers or other sensitive financial information.
Original source
Read this page on nickslending.com
Reformatted from the source page. Dates and historical figures are preserved; this conversion does not independently update or verify the original claims.