That wasn’t so bad, was it? Sometimes when you’re asked to fill out a form it ends up taking 15 minutes and you have to go dig up crazy information like the middle name of the receptionist for the property manager of the first apartment you ever lived in! Ours wasn’t THAT bad!

Okay, so.

You filled out the Discovery Form.

You scheduled a time for a new client call with our team.

…Now what?

We want to make sure you’re fully prepared for your New Client Call. So, here’s what to expect, and what you can do between now and then.

What to Expect on your New Client Call

Bridge’s New Client Call serves a couple of purposes. First, our goal is to get to know you. We want to know your dreams, your hopes, and your plans for the future–both short-term and long-term. We want to understand what drives you and what you’re driving towards. Second, we want you to get to know us. We’ll tell you a bit about who we are, how we do business, and how we help our clients build bridges to wealth and freedom through real estate. 

If all goes well, we’ll get to the part of the call where we discuss openly if we truly are the right partner for you. There are some cases where we simply aren’t the right partner for someone we’re speaking to, and that’s okay. Maybe turnkey isn’t the right investment strategy for you right now. Or maybe our values don’t quite align. It’s no problem at all. We want what’s best for you, and we know we can’t be the right fit for everyone. In those cases, if the answer is “no, Bridge isn’t the right partner for me,” we’ll count you as a new friend, wish you all the success in the world, and send you on your way with absolutely no hard feelings what-so-ever. 

If the answer is “Yes, Bridge is the right partner for me” then we’ll give you some clear next steps for how to keep moving forward in the process toward acquiring your first turnkey property with Bridge.

Check out a short summary of the New Client Call from our CEO, Nathan Brooks!

What to Do Between Now and your New Client Call

Depending on the demand we’re experiencing, there are times when folks have to wait a month or two before they can have their New Client Call with our team. We truly apologize for this wait, if you’re experiencing it, and we hope you know that we are doing our best to accommodate everyone’s schedules.

That said, there are some things you can do to ensure you come into the call as prepared as possible so that, if you’re ready to move on a property, all the pieces are already in place as soon as you get off the phone with us. So, here are those steps:

  1. Review our Kansas City market by looking over this page. It’s important to us that you understand this market and feel comfortable investing here before you move forward in the process with us.
  2. Take a look at our Preferred Lenders by clicking here. We work with preferred lenders because we want to give our clients a truly turnkey experience with us. The only way to ensure that type of process is to work with lenders who know us and know the way we do things and visa versa. On the client call, we’ll talk more about this, but in the meantime, if you’re looking for active steps to take between now and then, you could easily call each of these lenders, get to know them, decide which one you want to work with, and get pre-approved by them.
  3. Start looking through our Sample Properties, so you get an understanding of the types of properties we will have available, and the pro forma associated with each. While those properties are not available, they will give you a very good sense for our typical properties. Make notes of which ones you specifically like and don’t like, and what you like or don’t like about them, so we can talk that through in detail on the New Client Call.

We very much look forward to getting to know you and your dreams and goals for the future on our upcoming New Client Call. We are honored you’re considering Bridge for your future investments, and we look forward to this journey together!

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Want to learn more about Bridge as a potential partner?

Get started by filling out our Discovery Form and then following the steps to schedule a call with a Client Advisor.