Discuss the scenario
Share the city, general situation and known timing without identifying the homeowner. Please leave out account numbers, financial documents and private client records.
BROKER TO BROKER / SEATTLE & PUGET SOUND
Have a seller facing a difficult mortgage situation?
Let’s review the circumstances before deciding on a listing referral. Start with a general scenario—no homeowner identity required.
A CLEAR HANDOFF. A CONSIDERED NEXT STEP.
Keep the homeowner’s
options in focus.
I can evaluate a potential listing referral, help review the value and equity picture, and discuss how financing, timing and contract terms may affect a sale. My mortgage experience dates to 2005; the initial review is about understanding the circumstances, not promising an approval or an outcome.
With the homeowner’s permission, we can agree on useful updates so you remain informed as the referral progresses. Homeowners can speak with me in English or Spanish.
HOW WE WORK TOGETHER
Three steps to
a thoughtful introduction.
Confirm the introduction
Obtain the homeowner’s permission before sharing contact details. We discuss fit, responsibilities and the appropriate next conversation before transferring a listing relationship.
Document the arrangement
Referral compensation agreed in writing between brokerages. Use current brokerage-approved referral agreements and applicable agency and client disclosures. This form does not create a referral agreement or promise compensation.
If an auction is approaching
An introduction does not postpone foreclosure. Encourage the homeowner to contact their servicer, a Washington housing counselor or an attorney immediately. Find Washington assistance ↗