Season 1 curriculum
Paid trackCustomer Relationship Engine11 min · Jim + Janice

Lesson 3 · Partner communication plan

Realtor Partner Cadence

Create a partner update cadence that informs without over-sharing borrower details.

Scenario

A buyer agent and listing agent both want confidence, but the lender must respect borrower privacy and avoid promising final approval.

Learner Outcome

The member can communicate timing, milestones, and dependencies with minimum-necessary disclosure.

Skool summary

Partner updates need cadence and boundaries: milestone, dependency, timing, and privacy-safe language.

1

Milestone cadence

Set update points at application/docs, initial review, appraisal/title/insurance, conditional approval, conditions submitted, CD, and funding. Adjust for transaction complexity.

2

Minimum necessary

Share timing, milestones, and general dependencies. Do not disclose borrower income, credit, assets, documents, or private conditions without authorization and a real need.

3

Two versions

Buyer-agent updates can be more collaborative with authorization. Listing-agent updates should focus on milestone confidence and timing without private file detail.

Homework

  • Write buyer-agent and listing-agent versions for three milestones.
  • Mark the private facts you will not disclose.