Get the contractor into pre-screen. Keep the transaction moving.
Your job is to identify the contractor, connect them to the first screen, and bring Sean in when questions come up—not to decide whether the contractor qualifies.
Start with your next step
Where are you right now?
Choose the situation that best fits. You can switch paths at any time.
Already have a contractor?
If the scope is defined, move directly to the contractor pre-screen. If it is not, build the scope first so the contractor can review and price the actual work.
1
Choose the contractorAgent / Buyer
2
Contractor completes the Do I Qualify pre-screenContractor
3
Sean / RenoOpsPro reviews basic fitSean / RenoOpsPro
4
If the transaction moves forward, collect and validate required contractor documentsContractor + RenoOpsPro
5
Contractor reviews and confirms final scope and pricingContractor
6
Lender completes transaction-specific contractor approval as requiredLending Team
7
Work proceeds under the approved renovation process after closingContractor / Reno Ops
Pre-screen, not approval: The Do I Qualify questionnaire is an early pre-screen, not a guarantee of lender approval or final contractor acceptance. Requirements vary by program, lender, project, state and local licensing rules, and the specific transaction.
What the agent should do
Get the contractor's name and contact information.
Send the contractor the Do I Qualify link.
Make sure the contractor understands this is renovation financing.
Get Sean involved if there is any question.
Do not promise the contractor is approved.
Ask Sean for help finding a contractor
Share the property, the work, and any timing or access limits. Sean can help with the next step; the contractor will need to inspect and confirm the scope and price.
Start with the contractor pre-screen
The fastest first step is to send the contractor the Do I Qualify pre-screen. It helps identify whether there is a basic fit before anyone treats the contractor as approved.
Share the contractor's details and what you want Sean to review. If the contractor has a question about renovation draws or payment timing, include it in the notes.
What pre-validation checks
What we're trying to confirm
These are areas the pre-validation process may review—not a do-it-yourself checklist for the agent.
That the business and identity are legitimate.
Whether applicable licensing requirements are met.
Insurance and contractor-document readiness.
Ability to provide a detailed written scope and pricing.
Ability to work within renovation draw and documentation requirements.
Whether there are obvious issues that could prevent the contractor from moving forward.
Requirements vary by program, lender, project, state and local licensing rules, and the specific transaction. A completed pre-screen does not guarantee lender approval or final contractor acceptance.
FAQ / common objection
Contractor questions agents ask
Where is the approved contractor list?
There isn't one. Renovation contractors are not pulled from a universal pre-approved list. A Sean referral can help identify a contractor, and Do I Qualify is an early pre-screen—not approval. The contractor is evaluated for the specific transaction, project, program, lender, and applicable licensing, insurance, and documentation requirements.
Final contractor acceptance or lender approval is transaction-specific. Do not tell a buyer or contractor that a referral or completed pre-screen guarantees approval.
Need another kind of help?
Keep the next step simple
Use the same short request process to bring Sean into the conversation.
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