Do I need to share my financial info with my realtor?

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?

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Patricia Rohan

Weichert Realtors · Burlington, NJ

(11 reviews)

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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.

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12-25-2023 (2 years ago)··

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Bahahdi Allal

Kaminsky Real Estate Group · Hermosa Beach, CA

(7 reviews)

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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.

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03-20-2024 (2 years ago)··