“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.
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.
WHO ELSE DO YOU KNOW THAT NEEDS MY HELP?
Subscribe to my blog via Email:
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
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.