RosieLocks and the Three Lenders

Industry Observer with RETIRED / State License is Inactive Inactive License Oregon

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Once upon a time there was a Rosie-haired real estate agent.  She meet with three lenders over a period of time.  

Lender One called RosieLocks directly.  He had found RosieLocks doing some searches trying to find some new lead sources.  RosieLocks has a really nice website, and he was attracted to it.  He called RosieLocks and introduced himself.

Lender Two was someone RosieLocks called herself.  She had been asking around for a good referral to a local credit union that she had wanted to contact.  An escrow officer gave RosieLocks the name of a lender and RosieLocks called to introduce herself.

Lender Three was the lender of choice for a buyer RosieLocks was working with.  RosieLocks respected the relationship between lender and client.  This lender was not calling RosieLocks to solicit business, and he wasn't he wasn't someone she had called.  

For Several Months . . . 

Lender One was constantly calling . . . every Monday morning, and every Friday afternoon, and when they would meet to discuss "marketing" it was RosieLocks who did all the talking, and the guy just seemed to yawn and yawn.  Lender One was given a good referral, but the interest rate was a little high, and Lender One said "Rates really don't matter . . . " and the buyer didn't like the sound of that.

Lender Two was not the type to call . . . he wouldn't call RosieLocks, which was nice.  But, Lender Two wasn't the type to follow-up on leads that RosieLocks gave him.  Lender Two always seemed to be too busy, and provided no support over the weekend, which was when RosieLocks needed him the most.

Lender Three was not the type to call, but when RosieLocks emailed, texted or called he was available.  Lender Three was available on weekends, and followed-up with calls about showings, and always was available.

The Proof is In The Porridge Pudding

Lender One was nice, but seemed only too interested in obtaining leads from RosieLocks.  

Lender Two was nice, but seemed to be too busy and follow-through was lacking. 

Lender Three was just right!  He didn't seem to just want leads, he wanted to provide customer service.

Posted by



Carla Muss-Jacobs has RETIRED effective May 1, 2018

Representing Buyers in the Portland Metro Real Estate Market | Clackamas Multnomah and Washington Counties | Since 1999

Carla Muss-Jacobs, REALTOR®, ABR, CEBA, ePro
Principal Broker/Owner ~~ INACTIVE

Carla Muss-Jacobs' retirement became effective May 1, 2018

Direct: 503-810-7192 


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Comments (7)

Kathy Stoltman
Balboa Real Estate - Ventura, CA
Ventura County Real Estate Consultant 805-746-1793

What a creative way to show the difference of lenders. I must agree with you, I like lender #3 as well.

Oct 11, 2016 08:12 AM
Sally K. & David L. Hanson
EXP Realty 414-525-0563 - Brookfield, WI
WI Real Estate Agents - Luxury - Divorce

The lenders who respond...get an "A" in available...and our vote every time !

Oct 15, 2016 09:59 PM
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

Lenders that have good follow through get my business. If we give business to lenders I think they should send business our way.

Oct 17, 2016 12:28 PM
Debbie Laity
Cedaredge Land Company - Cedaredge, CO
Your Real Estate Resource for Delta County, CO

Oh what a great story. I think I'm ready for bed now. 

Nice work on this post, Carla. 

Oct 18, 2016 10:19 AM
John Marshall - FORE!
LoKation Real Estate - Cherry Hills Village, CO
Specializing in Golf Course Properties

Don't ya just love the lenders that are coming out of the woodwork begging for our buyer business, and a couple years ago they would not give us the time of day because they had so much refi business.

What comes around.....

Nov 17, 2016 12:37 AM