Follow-up meetings during a mortgage application

Between the first appointment and the signing, plan a short follow-up at each stage that matters: when the file is complete, when banks answer, when the loan offer arrives, and just before signing. Book these meetings with the buyer as you go, from your calendar, so they always know when they'll next hear from you. Anxious buyers stop calling every other day, and you spend your time on the file rather than on reassurance by phone.

For a buyer, a mortgage application is weeks of waiting with a lot at stake: the seller, the estate agent and the notary all expect a date, and the buyer can't see what's happening. Silence feels like bad news. A fixed next meeting, even a short call, replaces uncertainty with a date. It also gives you a natural moment to ask for the missing document or explain a bank's condition, instead of a string of messages.

Not every stage needs a meeting in person. A twenty-minute call is enough to share good news; reading an offer together deserves more time and, if possible, a screen or a table.

The offer meeting is the one buyers remember. Prepare it: highlight the pages that matter, compare the offer with what was discussed, and list questions the buyer may not think to ask, such as what happens if they sell early, change jobs or want to repay part of the loan. Leave time for the buyer to read at their own pace and ask twice about the same point. If the buyer's partner or a relative helps them decide, suggest they join. A buyer who understands the offer signs calmly and doesn't call you in a panic the week after.

On Book, each service has a name, a price and an optional description shown on your public page. You open slots for each service at the length it takes, one place per slot. For follow-ups, the simplest is to book the next meeting at the end of each one: create a slot on the agreed time and book the buyer in from your calendar. First and last name are required, email and phone optional; with the email, the buyer receives a confirmation with a calendar file.

Durations and prices are examples: set your own. You can also keep a few short call slots open each week for clients already in progress, and say in the description that they're for current files only. Your page is public, so a new visitor could book one; if that happens, move them to a first appointment instead.

Send a short written update after each stage, even when nothing has changed: what you're waiting for, from whom, and the date of your next meeting. Keep the booking note for practical details, since it can't be edited once the booking exists. Documents and figures travel through your secure channel, never through the booking form.

Banks answer late, offers arrive early, notaries change dates. When a stage moves, reschedule the next follow-up from your bookings list; you can move it to any slot with a free place, even one of another service. Book doesn't email clients about changes, so tell the buyer yourself. With calendar sync (Google, iPhone, Mac), each file's milestones sit in your calendar next to your first appointments. Book doesn't store files or take payments; it handles appointments. It costs €5/month, everything included: unlimited services and bookings, no commission, no contract.