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What’s My Rate?-Tips on How to Hire a Loan Officer

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Services for Real Estate Pros with We Find Agents

Maybe it’s time to buy your first home. Maybe you want to purchase a rental property. Maybe it’s time to upgrade from your current house. Regardless of the reason, it sounds like you’re going to be buying a house in the next year. Resist your urge to immediately call a REALTOR. Resist your urge to go out touring open houses on the weekends. Resist the urge to go online and look at homes for sale. Before you do any of those things you first need to hire a Loan Officer and get pre-approved.

Why do you need to hire a Loan Officer before you do anything else? For starters, when you hire your agent he is going to want an accurate price range to work with. This range is going to help your agent refine his search and show you the best possible homes within your budget. Also, you don’t want your REALTOR showing you homes you really can’t afford. If you get your heart set on something you can’t afford you’ll either 1) never find a house that lives up to your new standards, or 2) end up buying something that you’re not entirely satisfied with. Finally, when you find a house you like you’re going to want to be able to act immediately. Having a pre-approval from a lender will strengthen any offer you make and increase your chances of getting an acceptance.

You now know that you need to find a Loan Officer, but how should you go about hiring one? If you’ve worked with someone in the past that you respect and trust, give them a call. They’ll appreciate the repeat business and they’ll probably give you a discount off their regular fees (especially if you’ve been referring business to them). If you’re not sure who to call, or if you’ve had a bad experience in the past with your Loan Officer, give me a call. Not only will I provide you with the contact information of some top Loan Officers with gobs of experience, I’ll also call them on your behalf to make certain they give you a discount and make you their highest priority.

If there is one thing I want you to take away from this article it’s this: RATES ARE RATES.

Good Loan Officers have access to the same lenders and the same rates as everyone else, so trying to find the Loan Officer with the best rates is like hiring a driver who has access to the best roads. I know it’s a silly analogy, but it works. Interest rates change two to three times a day, so if you interview Loan Officers over two days based solely on the rate they can deliver, then you’re going to get one of the following:

1. The luckiest Loan Officer of the group whom you called when rates were lowest,
2. The Loan Officer with the highest fees, or
3. The Loan Officer who lied to you about the rate they could deliver.

When you interview a Loan Officer, don’t make it an inquisition . . . have a conversation with them. Find out about their experience, ask how many lenders they have access to, ask about the state of the lending market (trends, changes, regulations, etc.) Ask them how many loans they close each month. Try to get a sense of their intelligence, integrity, and ability. When it’s time to make your decision, know that your best rate and fee structure will come from a knowledgeable, trustworthy Loan Officer with a steady flow of business.

Before I finish, I’d like to leave you with one more thought. Once you’ve selected to your Loan Officer, don’t shop around. From the second you start working with your Loan Officer, they’ll be spending time and money on you without any compensation until your purchase closes. In addition, their processor, their account executives, and their underwriters will be expending a good amount of effort on your behalf that you’ll probably never be aware of. I’m not saying that you should stick with a Loan Officer that is rude, untrustworthy or unresponsive—just don’t look around for another Loan Officer unless you have significant cause to do so.

Comments(5)

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Kevin Weaver
Fifth Third Bank - Cincinnati, OH
an experienced mortgage professional NMLS #457556

Good post Chris.

Like your analogy about hiring a driver with access to the best roads---very true

Had so many people over the years call me and say "what is your current interest rate?"  I've always said, If you called a car dealer and asked "How much is a truck?" what kind of answers would you get?

 

Mar 13, 2009 09:44 AM
DeAndrea "Dee Dee" Jones
Samson Properties - Manassas, VA
DMVRealEstateChick

Chris, most first time buyers do not know they can negotiate their rate and fees.  Good info.

Mar 13, 2009 12:21 PM
Catherine Kierzek
ReMax Lakeside - Muskego, WI
CDPE

I hope all the buyers out there heed your advice.  Good information.  Almost every buyer that has called me so far this year has not even called a lender yet, and when they do, they're not ready yet.  Hope more people understand the importance of getting qualified to purchase the home of your dreams before looking.  Thanks, have a great weekend.  Catherine Kierzek, Re/Max Realty 100-Milwaukee

Mar 15, 2009 02:45 AM
Benjamin Clark
Homebuyer Representation, Inc. - Salt Lake City, UT
Buyer's Agent - Certified Negotiation Expert

While I prefer having a client come Pre-Approved, I always offer to help them shop lenders. I have had clients who work for a bank who were told they would get the company "special" where I saved them a few thousand dollars in up-front costs and 1/2 percent on the rate by shopping the loan. That sounds like "significant cause" to me.

As you stated, you need to get quotes on the same day at the same time and make sure the purchase price, down payment, loan length and other terms are the same in order to compare apples to apples. I will agree with you that most buyers (and agents) don't shop correctly.

There is something to be said for lenders who can deliver on time (or early) as well. It has taken years to find lenders I can consistently recommend to my clients because I know they will perform. Even so, I'll shop them as well to protect my client.

Mar 16, 2009 01:46 PM
Benjamin Clark
Homebuyer Representation, Inc. - Salt Lake City, UT
Buyer's Agent - Certified Negotiation Expert

What was the phrase? Trust, but verify.

Mar 16, 2009 01:46 PM