Sample – Our Offer on 123 Main Street; Ref: Jane and John Buyers

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Hello ( Listing Agent Name ) --

An offer was just submitted by _________ on your listing. I wanted to also present this information to you as you consider which offer to accept.

Here are the details of our offer:

  • Fully Underwritten Approval Package for: $
  • Loan Type: Conventional Jumbo Loan
  • Down Payment: 20%
  • Income W2
  • Assets: Seasoned and Sourced
  • There are ZERO issues with this borrower' credit and loan profile and they are _____ Approved! I do NOT expect any issues with this loan!

Items Included:

  1. Our Approval Package ( which can be downloaded)
  2. We’ve included a short video that explains the offer and why we structured it this way and a little more about who we are as a lending team and how qualified the buyers are to execute on the contract.
  3. The Value Proposition document on this page hopefully let's you know that the value we bring to the bale for our clients, and all parties, is different than most any bank or mortgage company and extends far beyond the closing.
  4. If chosen as the winning offer, my team and I will proactively communicate with you weekly so you know the status of the buyer's loan and you can communicate the status to your client. This communication will come in the form of an email document that will show you precisely where the buyer's loan is in the process ), any conditions left to complete and any timelines associated with it prior to closing( see below for an example ). This communication is delivered to you, the buyer and the buyer's agent so everyone is on the same page, receiving the same information, at the same type which, in almost all instances, provides a 5 STAR client experience for ALL parties involved!

It's this strategy that listing agents tell me they appreciate most b/c, many times, you don't hear from the buyer's lender at all during the process, which is a source of real frustration and anxiety, I know. We believe in consistent, clear and proactive communication so you can advise your client best so we reach the closing table on time!

If we can do anything for you, or answer any questions, please let me know!

Warm regards,

Brent Willis, CMPS

Branch Manager

NEO Home Loans


"Brent was FABULOUS to work with!!! As first time homebuyers we couldn’t have asked for a better team. Brent was so helpful in explaining everything and he was always available for questions!!"

amy dishong

"Team Willis was fabulous to work with!!"

amy d

"Brent and his team were great to work with. Felt that Brent was able to do some outside the box thinking to help achieve my loan goals that other lenders would not put the time and effort into doing. Would highly recommend Brent to anyone looking to get a home loan."

shepley heard