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“I Can’t Charge Past Client for a Consultation”

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Mortgage and Lending with Mortgage Consultant, Right Trac Financial Group, Inc. NMLS # 2709 NMLS # 6869

“I Can’t Charge a Past Client for a Consultation”

 

I hope you are well. You helped me with a mortgage back in 2013. My wife and I are considering purchasing a rental property in North Carolina (we do not have a specific property picked out yet) but would like to schedule some time with you to review our financials and to get your advice. Please let me know what the cost would be for the consultation and when you are available.

I don’t know if there are state regulations like in real estate but, if you are able to, I would like to use you to secure the potential mortgage as well.

Thank you, Chris

 

I can’t imaging charging a past client for a consultation, even if doesn’t bring us any future revenues. Years of experience when it comes to mortgages and real estate related questions and concern I can assist clients so they can hopefully avoid making mistakes.

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Joe Petrowsky, NMLS #6869

Right Trac Financial Group, Inc. NMLS #2709

110 Main St.

Manchester, Ct. 06042

Office: 860 647-7701 x116

Fax: 860 647-8940

Cell: 860 836-9294

Email: joe@righttracfg.com

www.righttracfg.com

www.joepetrowsky.com

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Joe Petrowsky does not guarantee nor is in any way responsible for the accuracy of the information provided herein, and provides said information without warranties of any kind, either expressed or implied.

Equal Housing Statement: We are pledged to the letter and spirit of U.S. policy for the achievement of equal housing opportunity throughout the Nation. We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing becuase of race, color, religion, sex, handicap, familial status, or national origin.

Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

there are many who would charge again.... different scenario.... new advice.... my cpa does the same thing every year and I get charged more each year...

Feb 19, 2021 04:29 AM
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Good morning Joe. I like your line of thinking. If I had a dollar for every time I gave free advice over the years, a wealthy man I would be. Then again I would not feel good about it. Enjoy your day!

Feb 19, 2021 04:40 AM
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker in DC, MD, VA and attorney in DC

and that is why people love to work with you - you are more concerned about delivering great service and a good outcome for your clients than about scraping up the last dollar on the table

Feb 24, 2021 05:59 AM