Realtor Academy · Field Notes
Give a paused buyer a useful reason to reconnect.
Lead with a changed assumption—not a prediction about rates. A fresh budget or a specific property comparison gives a past client something useful to consider.
3 min read · Updated October 2026
The short answer
Lead with a changed assumption—not a prediction about rates. A fresh budget or a specific property comparison gives a past client something useful to consider.
Last reviewed October 2026
This is not a loan approval or commitment to lend. Final eligibility depends on full application, credit, income, assets, property, occupancy, lien position, and underwriting review.
Start with permission, not pressure
Review the clients who asked you to stay in touch. Sort by their stated goals and timing, not personal characteristics. Ask whether their budget, plans, or interest in moving has changed.
A slower search is not a failed search. Some clients will be better served by waiting. Make that an acceptable answer.
Bring one concrete comparison
Choose a relevant listing and compare its all-in payment and estimated cash to close with the client’s own comfort level. Use a current lender quote rather than an advertised rate.
Ask Broadview to review the financing assumptions before presenting them as available options. Do not promise a lower future rate or an automatic refinance.
Make follow-up specific
Offer a short conversation about what changed, then agree on a next step: a new search, a financing review, or a later check-in. Respect opt-outs and brokerage outreach policies.
Put it into practice
A working checklist for this visit. No account or saved client data.
A conversation starter
Would a fresh look at your budget and a couple of relevant homes be helpful? We can compare the numbers without assuming you need to move right now.
Adapt this wording to the situation. Agent outreach should follow permission, brokerage, fair-housing, advertising, and applicable communication requirements.
Further reading
Professional-development resources, not accredited continuing education, legal advice, or a promise of transactions.
Frequently asked questions
Can Broadview help me apply this to a real situation?
Yes. Request an advisor conversation to discuss your goals and the assumptions you want to verify. Tools and educational materials are not loan offers or guarantees of financing or results.
Keep exploring
Continue your strategy — every step here leads somewhere useful.
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