When we rolled out our Winning Offer Pledge back in March, we realized that what we pledged to do for each and every one of your clients wasn’t revolutionary. If we are being honest, our process isn’t necessarily proprietary to us, but what we were not expecting was just how unique it was to consistently execute it in the marketplace.

As a reminder, as the spring market kicked off, we knew how competitive it was going to be and that you and your client needed every advantage to win. So we came up with five actions our loan officers can take to help ensure you and your clients are prepared for and positioned to win when in a multiple offer situation (or any offer situation). Here is what we pledged to do:

• Check Property Inspection Waiver eligibility (also known as an Appraisal Waiver).

• Thoroughly review the borrower’s income, assets, and credit documentation — not just rely on automated underwriting.

• Offer customized product consultation.

• Provide a Second Look — this is a second preapproval using a soft credit pull to present with and strengthen your offer.

• Personally contact the listing agent by phone at the time the offer is presented to instill confidence in the strength of the borrower’s offer.

Fast forward a few months, and there are countless stories of how taking these steps has won your client (and you!) the deal. In fact, an agent referral source shared that on his three listings, there were 14 offers. Of those 14 offers, only ONE loan officer picked up the phone and called him to share the strength of the client offering to purchase his listing — and it was a Key Mortgage loan officer!

Another Key Mortgage loan officer shared that his agent’s client was using a large bank lender and had lost out on multiple properties. After missing out yet again, the agent was able to convince their client to contact Key Mortgage, who performed as pledged, and on the very next offer made, the client won!

Our promise to you is that as your Key Mortgage loan officer, we will go above and beyond to educate, advise, strategize, and communicate to help your clients WIN. It is a promise that is not only kept but is proving to be both unique and valuable. Share these examples (or one of your very own) next time your client comes to you already preapproved.