Buyer readiness checklist
Goals, payment comfort, income type, available cash, credit changes, occupancy and property type.
Useful tools for client conversations
Mortgage Resources for Realtors
A strong lending relationship gives agents a reliable place to send questions before those questions become contract problems. Use these resources to prepare buyers, discuss the process and know when to bring RFG into the conversation.
Built to be useful
Value that agents and clients can feel.
Every partnership begins by understanding the people, the process and the business outcome you want to improve.
Property scenario checklist
Address, price, taxes, insurance estimate, HOA/CDD, concessions, occupancy and desired closing date.
Offer-stage questions
Is the preapproval current? Was this property type considered? Has the payment been reviewed? Are funds documented?
Condo conversation
Association budget, insurance, assessments, litigation and project eligibility can matter to financing.
New-construction comparison
Evaluate incentives in the context of price, rate, costs, timeline and long-term plans.
Communication expectations
Agree on milestones, urgent-contact methods and the information that can be appropriately shared.
A repeatable partnership
Build a book of business together.
RFG’s goal is to earn trust through useful education, responsive service and consistent execution—then keep improving the relationship over time.
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Downloadable buyer roadmap included
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Loan program quick-reference pages
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Property-specific payment support
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Weekend scenario availability
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Co-branded education by request
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Brokerage training opportunities