What to say when you call the lender to ask for a rate reduction?

If you’re our client and we set up your loan, 95% of the time we’ll be able to do this for you, but sometimes – when we didn’t set up your original loan – or if the lender doesn’t allow it you may need to make this call yourself. Here’s a little how to on how to make it feel less stressful!

Oftentimes downloading or requesting a discharge form can be helpful in this process as well. You’ll simply download or request it but not submit it and it can mean a retention team member call you who can offer better pricing than you calling direct.