We recently sat down with Lisa Steele, Sales Manager at Viera Builders and a former Realtor, to talk about the power of builder-lender-agent partnerships—and how the right relationships can keep deals running like a well-oiled machine.
In real estate, success often comes down to timing, trust, and teamwork. Nowhere is that more evident than in the world of new construction, where delays, miscommunications, and financing hiccups can cost not only time—but entire deals.
Lisa’s take? It all starts with communication.
“When a buyer trusts me, and I refer them to someone like Morgan Financial, I need to know they’re going to get the same level of service. Because if the lender drops the ball, it reflects on me—and sometimes, it ends the deal.”
Lisa shared stories of buyers who walked away from their dream homes—not because they changed their minds, but because a lender overpromised and underdelivered. These late-stage surprises—miscommunication, missed deadlines, or sudden changes in financing terms—can erode trust fast.
But when builders and lenders are aligned from the start, magic happens.
“During the first 45 days after contract, that’s when the buyer and lender should be locked in. That way, we avoid last-minute surprises, and everyone knows exactly what to expect.”
Lisa emphasized the importance of proactive communication—reminding buyers not to make big financial decisions (like buying a car!) during the build, and encouraging lenders to stay in constant contact.
So how do you choose the right partner? Lisa says it’s all about reputation, responsiveness, and local expertise.
When a builder sees a pre-approval letter from Morgan Financial, for example, it sends a message: this buyer is solid. That kind of reputation can tip the scales in a competitive offer situation—and set the tone for a smooth closing.
Final Thought
New construction is complex—but it doesn’t have to be chaotic. With the right partnerships, builders, lenders, and agents can create an experience that’s seamless, stress-free, and ultimately more successful for everyone involved.
Want to learn how partnering with Morgan Financial can make your closings smoother and your clients happier?
📞 Reach out today—we’re here to help make your next deal your easiest one yet.
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