“When Clients Move to States I am Not Licensed”

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

    “When Clients Move to States I am Not Licensed”

 

 

 

Hi Joe -

So, just to update you as to what we're thinking.

We have been searching for a home in another State (for many reasons). The State of CT has not been kind to us, on a business level, for many years.

There are beautiful properties with 10+ acres in WI for the same price range, if not a little bit less than what we can sell our house.

So, long story short. We are putting our efforts forward to pursue that venture, of purchasing a “farmette” in WI.

We have been pre-approved by three lenders so far, based on our credit scores. We have hit a snag regarding reported income on the personal tax returns which we know you would figure out in no time, as you have for us many times.

My question to you is, and I know that you are licensed in a number of States, but are you able to take any role in this pursuit with us? Or are you definitely not able because of the location of the property being it is WI?

I appreciate your time you have invested over the years. I'm just trying to figure a way whereby this whole process isn't a total loss for you.

One more thing, can you get me a referral for a real estate agent to sell our home.

Please let me know.

Thanks!

Tammie

 

It didn’t take me long to refer Tammie and her husband to a mortgage broker in Wisconsin. I explained some history about the clients to the broker and the best way to handle their tax returns, as they are extremely complicated but someone that knows their stuff would be able to figure things out pretty quickly.

 

They have now been in contact with one another and they are well on their way to owning a home in a state that I am not licensed.

 

WHO ELSE DO YOU KNOW THAT NEEDS MY HELP?

 

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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.

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Topic:
Mortgage / Finance
Location:
Connecticut
Groups:
Mortgage Solutions
Connecticut Professionals
Tags:
client moving to another state

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Rainmaker
4,215,570
Barbara Todaro
RE/MAX Executive Realty - Franklin, MA
"Franklin MA Homes"

Good morning, Joe Petrowsky you have to love referrals.... I make a good living on them....

Feb 09, 2018 03:12 AM #1
Rainer
413,748
Sham Reddy
H E R Realty, Dayton, OH - Dayton, OH
CRS

You have to pick and choose your battles.  There are clients/customers that are very difficult to handle, but as a professional you have to figure out a way to pas them off to someone who might handle them differently and still get paid a referral fee

Feb 09, 2018 03:39 AM #2
Rainmaker
2,600,643
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker

Good morning Joe. Sometimes you have to be the source of the source. Your networking over the years pays off. Enjoy your day!

Feb 09, 2018 04:48 AM #3
Rainmaker
2,964,490
Sheila Anderson
Referral Group Incorporated - East Brunswick, NJ
The Real Estate Whisperer Who Listens 732-715-1133

Good morning Joe. This is a great example of helping out and making sure that clients are cared for.

Feb 09, 2018 05:15 AM #4
Ambassador
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Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

Networking with quality people is the best culture to belong to.

Feb 10, 2018 04:12 PM #5
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