The Legends Mortgage Team
Open-house financing toolkit
Help visitors leave an open house with useful questions and a clear next step. Keep the conversation about the property and their goals.
The Legends Mortgage Team · Updated
Before visitors arrive
Prepare the public property facts: asking price, association dues, property type and any known follow-up questions. Label estimates and identify their source. Avoid presenting an unreviewed monthly payment as a financing offer.
A three-question conversation
What is your moving timeline? What would you like to understand about the purchase process? Would you like to choose a loan officer for a private conversation? Let the visitor decide whether to share contact information or proceed.
Follow up with permission
Send only the information the visitor requested through an agreed channel. Keep the chosen professional visible. Buyer choice is independent of the open house, and no referral payment or preferred treatment is promised.
Your preparation checklist
Check off completed steps. Your selections stay only while this page is open.
0 / 5 complete
Source and context
Team educational information; not an approval, rate quote or commitment to lend. Availability requires a review of the transaction. Using these resources creates no referral compensation or obligation.