“When Clients Move to States I am Not Licensed”

    “When Clients Move to States I am Not Licensed”

 

 

 

Hi Joe -

So, just to update you as to what we're thinking.

We have been searching for a home in another State (for many reasons). The State of CT has not been kind to us, on a business level, for many years.

There are beautiful properties with 10+ acres in WI for the same price range, if not a little bit less than what we can sell our house.

So, long story short. We are putting our efforts forward to pursue that venture, of purchasing a “farmette” in WI.

We have been pre-approved by three lenders so far, based on our credit scores. We have hit a snag regarding reported income on the personal tax returns which we know you would figure out in no time, as you have for us many times.

My question to you is, and I know that you are licensed in a number of States, but are you able to take any role in this pursuit with us? Or are you definitely not able because of the location of the property being it is WI?

I appreciate your time you have invested over the years. I'm just trying to figure a way whereby this whole process isn't a total loss for you.

One more thing, can you get me a referral for a real estate agent to sell our home.

Please let me know.

Thanks!

Tammie

 

It didn’t take me long to refer Tammie and her husband to a mortgage broker in Wisconsin. I explained some history about the clients to the broker and the best way to handle their tax returns, as they are extremely complicated but someone that knows their stuff would be able to figure things out pretty quickly.

 

They have now been in contact with one another and they are well on their way to owning a home in a state that I am not licensed.

 

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Joe Petrowsky, NMLS #6869

Right Trac Financial Group, Inc. NMLS #2709

110 Main St.

Manchester, Ct. 06042

Office: 860 647-7701 x116

Fax: 860 647-8940

Cell: 860 836-9294

Email: joe@righttracfg.com

www.righttracfg.com

www.joepetrowsky.com

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Joe Petrowsky does not guarantee nor is in any way responsible for the accuracy of the information provided herein, and provides said information without warranties of any kind, either expressed or implied.

Equal Housing Statement: We are pledged to the letter and spirit of U.S. policy for the achievement of equal housing opportunity throughout the Nation. We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing becuase of race, color, religion, sex, handicap, familial status, or national origin.

Comment balloon 5 commentsJoe Petrowsky • January 09 2018 03:38PM

Comments

Good morning, Joe Petrowsky you have to love referrals.... I make a good living on them....

Posted by Barbara Todaro, "Franklin MA Homes" (RE/MAX Executive Realty ) 4 months ago

You have to pick and choose your battles.  There are clients/customers that are very difficult to handle, but as a professional you have to figure out a way to pas them off to someone who might handle them differently and still get paid a referral fee

Posted by Sham Reddy, CRS (H E R Realty, Dayton, OH) 4 months ago

Good morning Joe. Sometimes you have to be the source of the source. Your networking over the years pays off. Enjoy your day!

Posted by Wayne Martin, Real Estate Broker (Wayne M Martin) 4 months ago

Good morning Joe. This is a great example of helping out and making sure that clients are cared for.

Posted by Sheila Anderson, The Real Estate Whisperer Who Listens 732-715-1133 (Referral Group Incorporated) 4 months ago

Networking with quality people is the best culture to belong to.

Posted by Joe Pryor, REALTOR® - Oklahoma Investment Properties (The Virtual Real Estate Team) 4 months ago

Participate