5 Dating Steps to Achieve Happily Ever After Homeownership

Female homebuyer meeting with lender

You’ve mastered the art of the “swipe right,” you know how to avoid “ghosting” and you’re no stranger to the “skype date.” But do you know how to find the right loan officer or real estate agent to fit your home-buying needs?

Never fear, the same skills you use to date in this day and age can be applied to hiring a loan officer or real estate agent.

1. Play the field

As the saying goes, don’t hitch your wagon to any one star until you’re sure. The same applies to finding a loan officer or real estate agent. You are allowed to “interview” potential candidates and pick the one you think jives best with your personality.

2. Get to know each other

Take your potential real estate agent or loan officer out on a coffee date to get better acquainted. The more they know about you, the better they will be able to serve you. The home-buying process is about people more than it is about homes, so make sure they understand where you’re coming from and what you’re looking for.

3. Communication is key

If something isn’t working for you, speak up. If you don’t like the homes the real estate agent is showing you, say something so they can alter their search. If you don’t feel the loan officer is communicating clearly, say something. The only way they will be able to adjust to better serve you is if they know there is a problem.

4. Preferred method of communication

It’s important to discuss early on how each of you likes to communicate. After all, there will be a TON of communication between you and them in the coming months. Make your preferred method of communication (phone, email, text, etc…) known to your loan officer and real estate agent prior to beginning your journey. Also, make sure they know what days and what time of day you prefer to communicate.

5. Respect boundaries

When things get exciting / hectic / scary, it can be tempting to harass your loan officer or real estate agent and demand answers. Remember that they are people too, with families, lives, other clients, etc… Give them a little time to get back to you and don’t demand a response at 9 pm on a Sunday via text message.

Once a strong relationship between you and your lender / agent team is developed, you’ll be saying “I Do” to the home of your dreams in no time. Ready to commit to your journey towards homeownership? Check out our Find a Lender and Find an Agent sections to get started.

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