Our professional seasoned team produces proven sales scripts your business needs to capture your new clients attention!

Below are a few of our proven sample scripts:

MORTGAGE LEAD SCRIPT FOR MORTGAGE REFINANCE

HI (first name) __________, this is (Agents Name) calling on behalf of ___________ . How are you this evening?

I'm calling to inform you that one of our loan experts/loan officers will be giving you a call tomorrow to help save you money on your mortgage. Right now interest rates are the lowest they've ever been in history.

( Go to the purpose of your call, and a short introduction of the benefits can get, also, its important to gauge the interest of your customer by using trial closes such as " What will be the best time to have our loan officer call you tomorrow?")

What will be the best time to have our loan officer call you tomorrow?

(At this point, the customer may start to give out objections, rebuttals would come very handy, also, when you deliver your rebuttals, you have to sound very confident)

Rebuttals

It will just take a few minutes of your time and could save you thousands on your mortgage.

There is no obligation, we would just like to show you your options, and see if we could help you save on your mortgage

(Next order of business is to start gathering the information that you need in order to qualify them, now, keep in mind that these is important information so you can expect the customer to bit hesitant to give them out to you. One good advice is to sound casual and to let them know that you need those information in order for you to provide them the best quote or solution that you can offer.)

Okay, great I just need to ask a few questions to make sure you qualify.

WHAT IS THE INTEREST RATE YOU ARE PAYING AT THE MOMENT,( AFTER THEY ANSWER THEN ASK. IS THAT FIXED OR AJUSTABLE?

(IF YOU ARE ASKED TO GIVE A COMMITMENT ABOUT INTEREST RATES OR LOAN TYPES, THEN) Our Loan Officer is better educated to answer your questions ( STILL CONTINUE MORTGAGE TELEMARKEITNG SCRIPT).




what is the balance on your mortgage?


(FIRST NAME) _________; is there a second mortgage or equity line?

If YES: ASK RATE AND IF ITS FIXED OR ARM

can you tell me the approximate balance on this loan? ___________

If NO: GO ON TO NEXT QUESTION.


What is your Appraised property value?


What is the monthly mortgage payments?
(Does it include Taxes & Insurance)


(FIRST NAME) ARE YOU EMPLOYED AT THIS TIME? if yes
GREAT WHAT DO YOU DO? How long? (if under 2 years get previous)


What IS YOUR ANNUAL INCOME?


WHAT IS YOUR CREDIT SCORE (IF THEY DONT KNOW THEN ASK IS IT BAD FAIR GOOD OR EXCELLENT?


Do you have any current Bankruptcies or Foreclosures? (Yes/NO)
IF YES; IS THE DATE OF DISCHARGE AT LEAST 1 year AGO?
GO ON TO TO FINISH MORTGAGE TELEAMRKETING SCRIPT


WHEN DID YOU LAST REFINANCE THE MORTGAGE?


Let me CONFIRM that you do currently own a single family home AND NOT mobile,, double wide OR MANUFACTURED HOME?(Yes/No)


I have your name as (First), (M), (Last), is that correct? [Spell out] (Yes/No)


Are you the only applicant to the loans on the house or is there someone else as well?
-If no continue with call
-If yes
-Can I have his/her name? (repeat line 6 for co-borrower)


AND DO YOU HAVE ANY PRE-PAYMENT PENALTIES ON YOUR EXISTING MORTGAGE?


ARE YOU CURRENTLY WORKING WITH ANY OTHER LENDER? IF YES
IN THAT CASE WOULD YOU ALSO BE INTERESTED IN SPEAKING TO OUR REPRESENTATIVE FROM _______________.


Confirm the mailing address & Phone number.


IS THERE AN ALTERNITIVE NUMBER YOU CAN BE REACHED?


What IS YOUR email ADDRESS?
( Once you qualify them and you were able to gather the information that you need, thank them and then go to setting up the appointment, if need be, suggest a time yourself)

THANK YOU FOR THE INFORMATION. WHEN IS THE BEST TIME TOMORROW TO HAVE OUR LOAN EXPERT CALL YOU?

(Before you end the call, make the appointment solid by reminding them again of the appointment date and time. If you can, ask them to write it down, this would really help on making sure that they don't forget it.)

BEFORE I CLOSE THIS CALL I WILL LEAVE YOU WITH THE COMPANY NAME AGAIN / DO YOU HAVE A PEN & PAPER HANDY?(REMIND THEM OF APPOINTMENT TIME)

DEBT SETTLEMENT SCRIPT

Hello_________ this is ____________ from XYZ.
How are you today?

Excellent, my company is contacting you because we received information indicating you were looking to get assistance with your unsecured debt.

Is this correct? (if yes)

Our company can not only cut your monthly payments and debt in half but you can be completely debt free in 24 to 36 months. How much do you have in credit cards or unsecured debt?

I would like to clarify; we exclude car, mortgage loans as well as Federal credit union, student loans and military accounts. And when we say unsecured that means anything that is not tied to collateral like a mortgage or car loan. Given those criteria what is your total unsecured debt?

Great, are you presently employed then?

What are your current monthly earnings?

You are not currently in a bankruptcy?

Can you afford to pay 2 % of the total debt on a monthly basis?

Do you have a valid checking or savings account?

Are you currently in a debt program now? (if no?)

On average we are able to settle your unsecured debt at 40-50 cents on the dollar and have you debt free in 24-36 months. Would you like for me to transfer you to one of our Debt Specialists who can put together a proposal for you today?

Hold on for one minute while I get the specialist on the line...


TELEMARKETER CALLS YOU AND DOES WARM INRODUCTION

*PROSPECTS LEAD SHEET INFORMATION WILL APPEAR ON YOUR COMPUTER SCREEN SHORTLY AFTER THE TRANSFER






LOAN MODIFICATION SCRIPT

Good evening, may I speak with ____________ please?

My name is ________________ from XYZ. The reason I am calling is that you recently requested some information regarding a loan modification for your mortgage. Is this correct?

Have you tried to qualify into this kind of program? (if no)

I'm convinced that these programs will be helpful to you, I just need to gather some basic information to make sure which program is the best fit for you. Is this alright? (Survey)

I just need to gather some basic information to make sure if our program is the best fit for you. (Survey)

Are you behind on your payments?

How many months?

Is it hard for you to make your monthly payments? What is the main reason for that? (If it’s current only)

Are you currently employed?

What’s your income?

What's your mortgage balance?

What's the interest rate you have?

How much do you pay monthly?

This information is enough. Would you like to hold a minute while I transfer this call to one of our specialists? He'll explain to you how our program works. You can trust that we'll work to solve your case as soon as possible.

Do you want me to connect you now?

Please hold on the line so I can transfer your call.

TELEMARKETER CALLS YOU AND DOES WARM INRODUCTION


*PROSPECTS LEAD SHEET INFORMATION WILL APPEAR ON YOUR COMPUTER SCREEN SHORTLY AFTER THE TRANSFER