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Pre-Qualification Video Script

Example video, script & tips for crafting your pre-qualification video

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

Educate your clients on the pre-qualification process
By adding a custom Pre-Qualification video, you can help you prospects understand the strategy of getting pre-qualified before house hunting. This is your chance to reinforce your role as their go-to expert for questions about their options.

In this article, you’ll find:

  • An example script for your Pre-qualification video.

  • A preview of how your video will appear inside the Home Search experience

  • An example video from our very own Homebot Pro!

For step-by-step instructions on how to embed this Pre-qualification video (and other videos) into your client’s Homebot experience, click HERE.


Preview of embedded Pre-Qualification video

When a prospect starts browsing listings or using the financial calculators, your custom video will appear in the budget section of Home Search.

From the Calculators tab, buyers can adjust their price point. After clicking Update, they’ll be able to enter their budget, watch your video, and request to get prequalified.

For loan officers who are co-sponsoring agents, this video will populate in the Home Search experience sent to your agent's database as well.


Example Script

"Hi, I’m [Your Name], your loan officer at [company name]. I want to take a moment to talk about pre-qualification and why it’s such an important first step if you’re thinking about buying a new home.

Pre-qualification gives you a clear picture of how much you might be able to borrow, based on your current financial situation. It’s quick, simple, and can help you shop for a home with confidence so you’re looking at properties that fit your budget from the start.

It’s important to know that pre-qualification is not a guarantee, but it’s a powerful tool to help you plan and make informed decisions. It also gives you an edge in the market, because sellers know you’re serious and ready to move forward.

If you’re curious about what pre-qualification could look like for you, I’m here to walk you through it or start playing around with the mortgage calculators accessible at the bottom of every listing or in the separate tab at the top navigation bar. Reach out anytime, and we can review your options together so you can take that next step toward your home goals with confidence.

You can click on the pink chat bubbles throughout the report to send me a direct message, or use my contact information at the top to email or call me. I’d be happy to hear from you!"


Example video

Check out Homebot Pro, Grant Horvath, in the example video below:

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