interviewing mortgage brokers in my local area.

[Triston Blodgett]

I have made a list of my local "good" mortgage brokers. I will be walking in and talking with a few brokers this week. I was wondering if anyone could shoot me some interview questions ? Is there a specific answer to a question that would have you throw a red flag and walk out the building? 

Is there a certain way to approach this interview? As I am simply starting a relationship and looking to gain better understanding of mortgage world. 

Any and all advice is welcomed! Thank you for your time!

-Triston Blodgett

[Jon Puente]

Hey Triston, 

I am a mortgage broker licensed in CA (as well as other states).  Here is what you are looking for plain and simple: You are looking for someone with the heart of a teacher.  Are they sharing more information with you, other than the basics of answering your questions?  Are they trying to save you money or are they just trying to make you work with them?  Do they sound excited on the phone or are they desperate and miserable? 

You also need to figure out what you are trying to accomplish because there are too many loans to talk about in a simple 30 minute interview.  Are you looking for an investment property or a primary residence?  Do you own a business or a W2 employee?  Are you a first time buyer or do you own several properties?

There is a lot of info to unpack, but I would start with what you are looking to accomplish and goals, and then choose 2-3 mortgage brokers to speak with about that subject.  The conversation will likely branch off into other subjects, but start with your goals/needs.