7 Questions To See If You Can Fund Their Deal #272
Release Date: 05/20/2025
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info_outline7 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:
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The 7 essential questions to ask to qualify a borrower quickly
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How to build rapport while still taking control of the call
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How to identify red flags in construction costs, purchase price, or ARV
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What the borrower’s answers reveal about experience, credit, and capital
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How to screen for financial readiness (even when they don’t say it outright)
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Why taking control early avoids time-wasting storytelling
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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.
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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.
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