Some people follow a few baseball teams, or 2-3 football teams. No clear favorite, but a few they like.
That's how I see a few lenders around me, and it was time to follow up with Scott, from Movement Mortgage. His firm has assigned him to our office, and I love their quick turnaround times. They are almost as good as cash.
Scott is also well versed in 203k, which has been useful for some of my clients.
Earlier this summer, I had a listing, and the buyer was using Scott's firm (though they had a different loan officer). Since Movement moves so quickly, I was pleased. And then, a wheel or two fell off the bus.
Now, the reality may be different, but in my mind, this wouldn't have happened with Scott. Surely, then his firm was able to deliver a smooth process, and yet, if that didn't happen, surely it was Scott's fault.
The mark of a true professional is easy to see. This wasn't Scott's client, this wasn't his loan, but he sure knew I was not happy.
Scott invited me to lunch, and you know I took him up on it. Then, a strange thing happenned. Two weeks had elapsed, and my sanity had come back. Being thankful for lunch, he laughed when I told him somehow it was his fault since he'd allowed my expectations to be so high. Then we spent the rest of the meal discussing 2-3 strategies on particular niches we could work together.
Sure, he benefited first since I asked him to look into one of my clients, but the work we did at lunch will have a nice payoff for me as well.
Sometimes lunch with a referral partner is two way, sometimes it involves a re-asssement of "can we work together", and sometimes I need to ask "are you getting what you need from me". It was a good lunch.