Artwork

Content provided by Hard Money Bankers, Hard Money Mastermind- Jason Balin, and Chris Haddon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hard Money Bankers, Hard Money Mastermind- Jason Balin, and Chris Haddon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

7 Questions To See If You Can Fund Their Deal #272

18:48
 
Share
 

Manage episode 483894388 series 3557765
Content provided by Hard Money Bankers, Hard Money Mastermind- Jason Balin, and Chris Haddon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hard Money Bankers, Hard Money Mastermind- Jason Balin, and Chris Haddon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

7 Questions To See If You Can Fund Their Deal #272

In this episode of the Private Lenders Podcast, Jason breaks down a proven origination scripting process used to evaluate thousands of private lending deals—quickly, efficiently, and conversationally. Whether you're new to private lending or looking to streamline your borrower screening process, this episode gives you the exact framework to determine in minutes whether you can fund a deal or not.

Learn the 7 key qualifying questions that every lender should ask—and how to weave them naturally into conversation without sounding like you’re reading from a checklist.

🔑 In this episode, you'll learn:

  • The 7 essential questions to ask to qualify a borrower quickly

  • How to build rapport while still taking control of the call

  • How to identify red flags in construction costs, purchase price, or ARV

  • What the borrower’s answers reveal about experience, credit, and capital

  • How to screen for financial readiness (even when they don’t say it outright)

  • Why taking control early avoids time-wasting storytelling

  • The importance of focusing on your criteria—not just any borrower who wants a loan

💡 Pro Tip: Stop trying to make every deal work. Just because a borrower accepts your terms doesn’t mean you should fund their project. Learn how to filter fast and move on when it’s not a fit.

Whether you’re handling origination yourself or training a team, this episode gives you a repeatable method to qualify deals fast—while staying professional and conversational.

✅ Please like, subscribe, and share! ✅

Are you a new or experienced private lender or hard money lender? Join Jason Balin and Chris Haddon from Hard Money Bankers as they draw from their extensive experience running a successful hard money lending company since 2007. Tune in weekly with episodes related to all aspects of private lending. From discovering lucrative loan opportunities to securing private capital, effectively managing your loan portfolio, handling defaults, and much more, we've got you covered.

✔️ Tune in now and watch the full video podcast at www.privatelenderspodcast.com

✔️If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/private-lenders-podcast/id1476153070

✔️Make sure to check out the #1 Online Community For New and Experienced Private and Hard Money Lenders.. Create your account at www.hardmoneymastermind.com

FOLLOW US ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles!

✅ Instagram: https://www.instagram.com/hardmoneymastermind/

✅ Tiktok: https://www.tiktok.com/@hardmoneymastermind

  continue reading

282 episodes

Artwork
iconShare
 
Manage episode 483894388 series 3557765
Content provided by Hard Money Bankers, Hard Money Mastermind- Jason Balin, and Chris Haddon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hard Money Bankers, Hard Money Mastermind- Jason Balin, and Chris Haddon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

7 Questions To See If You Can Fund Their Deal #272

In this episode of the Private Lenders Podcast, Jason breaks down a proven origination scripting process used to evaluate thousands of private lending deals—quickly, efficiently, and conversationally. Whether you're new to private lending or looking to streamline your borrower screening process, this episode gives you the exact framework to determine in minutes whether you can fund a deal or not.

Learn the 7 key qualifying questions that every lender should ask—and how to weave them naturally into conversation without sounding like you’re reading from a checklist.

🔑 In this episode, you'll learn:

  • The 7 essential questions to ask to qualify a borrower quickly

  • How to build rapport while still taking control of the call

  • How to identify red flags in construction costs, purchase price, or ARV

  • What the borrower’s answers reveal about experience, credit, and capital

  • How to screen for financial readiness (even when they don’t say it outright)

  • Why taking control early avoids time-wasting storytelling

  • The importance of focusing on your criteria—not just any borrower who wants a loan

💡 Pro Tip: Stop trying to make every deal work. Just because a borrower accepts your terms doesn’t mean you should fund their project. Learn how to filter fast and move on when it’s not a fit.

Whether you’re handling origination yourself or training a team, this episode gives you a repeatable method to qualify deals fast—while staying professional and conversational.

✅ Please like, subscribe, and share! ✅

Are you a new or experienced private lender or hard money lender? Join Jason Balin and Chris Haddon from Hard Money Bankers as they draw from their extensive experience running a successful hard money lending company since 2007. Tune in weekly with episodes related to all aspects of private lending. From discovering lucrative loan opportunities to securing private capital, effectively managing your loan portfolio, handling defaults, and much more, we've got you covered.

✔️ Tune in now and watch the full video podcast at www.privatelenderspodcast.com

✔️If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/private-lenders-podcast/id1476153070

✔️Make sure to check out the #1 Online Community For New and Experienced Private and Hard Money Lenders.. Create your account at www.hardmoneymastermind.com

FOLLOW US ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles!

✅ Instagram: https://www.instagram.com/hardmoneymastermind/

✅ Tiktok: https://www.tiktok.com/@hardmoneymastermind

  continue reading

282 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play