Real estate agents
Keep the relationship with a buyer whose purchase is on hold. Know when it makes sense to reconnect about the home search.
For real estate agents, mortgage brokers & loan processors
A credit issue delayed the loan. Give the buyer a next step.
When a buyer can't move forward because of credit-report issues, you need a trusted place to refer them. We review the reports, explain what may be addressed, and keep you informed of their progress with the buyer's permission.
GigiFounder · Path to Qualify
A clear point of contact for your referral.
A clear point of contact for your referral.
One process, three perspectives
Support the buyer without losing your place in the process.
The information you need depends on your role. The buyer's private credit information remains theirs.
Mortgage brokers
Give a borrower a next step when credit-report issues interrupt a loan. Revisit financing when the borrower is ready for a new assessment.
Loan processors
Help route a stalled borrower to an appropriate review. With permission, see status and pending steps without managing the credit work yourself.
A straightforward process
What happens after you introduce a buyer
The buyer gets a careful review. You get appropriate progress updates, with the buyer's permission.
We hear their situation
We learn what held up the loan and review the buyer's credit reports. If there is nothing appropriate for us to address, we say so.
We explain a plan
We identify information that may be inaccurate or incomplete and explain the steps available to address it.
We keep you informed
With the buyer's permission, you can follow the file's status and reconnect when they are ready to revisit financing.
Built for referral partners
Know where the file stands without chasing updates.
A referral shouldn't disappear into a black box. The partner view is designed to show progress and the pending next step without exposing the buyer's private credit reports.
Illustrative status view. Display only information the buyer authorizes you to share.
Referral progressExample view
Current stage
Review in progress
Next stepWaiting for buyer documents
Your relationshipReferring partner remains connected
What you can expect
A candid answer is part of the service.
We won't tell every buyer that every account can be removed. We review each situation, explain what we find, and set expectations before work begins.
- Clear explanation of what we can and cannot address
- Documented work on credit-report issues where appropriate
- Progress visibility only with the buyer's permission
An invitation to see the process
Let's talk about the buyer you couldn't help yet.
Your first referral is offered at no charge. We'll explain what that covers on the call so you can decide whether this is right for your client.
Book a 15-minute conversationOr email gigi@pathtoqualify.com