Hand off
Dealer hand off script
Word for word lines for passing a deal to the money desk.
Quick takeaways
Dealer hand off script
- Tell the buyer a broker will reach out.
- Send the file through the portal only.
- Set honest timing.
To the buyer
I am sending your deal to our money broker for a second look. Someone from their team will reach out about this machine. They will ask for papers through a secure link. Never send those by text. No promises. But they read the whole story.
In the file note
- Why the first lender passed, if you know.
- The buyer best strengths.
- Machine, price, and money down.
- How soon the buyer needs the machine.
Timing to say
It depends on the lender. It depends on how complete the file is. Most of the work happens during business hours. Do not promise a same day answer.
After you send it
- Watch the file status in the portal.
- Answer extra info requests fast.
- Keep talking with your buyer. They are still your customer.