Approaching a lender

[Dylan Bond]

When reaching out to a mortgage lender prior to a hard money deal, what are some of the things you like to ask or some of the things that have tipped the scales in your favor?

I have been banking with a local credit union for about 4.5 years, and I have a mortgage that’s not with them. I’m planning on going and talking to one of their loan officers about my future plans, and asking what they need from me to finance a small multi family (duplex). I’m hoping I can leverage my existing mortgage and refinance with them so they can get a piece of the cake. Any tips/advice is appreciate! Thank you in advance.