5 Questions to Ask Every Investor Client in the First 5 Minutes

The best loan officers I work with have one thing in common.

They already know which product fits before they submit anything. Not because they're guessing. Because they asked the right questions at the start of the conversation and let the answers do the work.

Here are the five questions that get you there in the first five minutes of any investor call.

Here is what each answer actually tells you, and what to do with it.

This question does more work than any other on the list.

The answer tells you the exit strategy, which determines the loan structure, which determines the product, which determines everything that follows. Ask it before you ask about the property. Before you ask about the rate. Before you ask about anything else.

A borrower who says "fix it and sell it" is a fix and flip candidate. Bridge financing, rehab funds, ARV-driven underwriting.