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Updated almost 6 years ago,

User Stats

10
Posts
4
Votes
Michael Tan
  • Redwood City, CA
4
Votes |
10
Posts

Should I switch mortgage consultants?

Michael Tan
  • Redwood City, CA
Posted

I'm in communication with a mortgage consultant working at a mortgage banking firm (Platinum Home Mortgage). They are one of the lenders I am considering working with for long distance BRRRR investing.

My issue is that my current consultant has limited experience working with investors, but is surrounded and in close contact with others in his office who themselves have experience and/or can advise him. He has a history of fantastic reviews (from non-investors) and due to his network within his company I’m inclined to work with him.

Communication has been a slight issue between us. I prefer texting as a communication method but receive very sparse responses compared to others I’ve worked with.

I want to switch to another consultant who has more experience with investors and is more responsive to text communication. The issue is that I am unsure how to do this since I have an already established relationship with this consultant, and after talking to a different consultant (within the same company and same branch office), I was referred me back to original consultant.

I don’t want to burn any bridges with the company (which could happen if the consultant I’m working with gets upset). Any advice on how to approach this topic with my current consultant would be appreciated.

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