Do I need to share my financial info with my realtor? (2024)

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Hi. I don't feel comfortable sharing my financial information with people. I know I will need to share it with my lender, but I'd prefer for my realtor not to know. It's not a matter of trust, I'm just very private. Can I give my realtor my budget and not share other financial information with them?

Asked By Juan | San Diego, CA | 171 views | Buying | 8 months ago

Answer(2)

Patricia Rohan

Weichert Realtors

(11)

You do not have to share your financial information with your realtor. All realtors require a copy of your preapproval letter. Your realtor will also need to speak with your mortgage person. Realtors must know how much home you can afford.

  • 8 months ago
  • Helpful (2)
  • Unhelpful (0)

Do I need to share my financial info with my realtor? (2)

Novice

1 Answer

Bahahdi Allal

Kaminsky Real Estate Group

(5)

Hi Juan, all you need to share with your realtor is the pre-approval letter, and depending on the home you are making an offer on the sellers/listing agent will likely request a form of proof of funds.

  • 5 months ago
  • Helpful (0)
  • Unhelpful (0)

Do I need to share my financial info with my realtor? (3)

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Do I need to share my financial info with my realtor? (2024)
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