SlideShare a Scribd company logo

FREE Mortgage Lead Script

•Download as DOC, PDF•
•
LenderQualified
LenderQualified

This document appears to be a script for a mortgage refinancing sales call. The caller verifies the homeowner's contact information and mortgage details, including current interest rate, balance owed, credit rating, and payment history. If eligible, the homeowner is transferred to a licensed loan officer who will explain available refinancing programs that could lower the interest rate and monthly payment without extending the loan term.

1 of 2
Downloaded 96 times
Yes I need to Speak to___, Hey Mr./Mrs.___ my name is___, and I was just giving you a call back here with the Ethical mortgage services, it was back in August our company sent you some information about the different ___ programs that were available to you last year, and we were just doing a follow up with you today because we’ve seen new programs come out, and low fixed rates available, and just wondering if you have done anything with yours or are you still over the 5.5% ** If they say they just Refied or that they are under that, say (I will update the records have a good day.) ** If they say I haven’t done anything yet or that they are still over the 5.5% go right into the Script below!!!! Ok, that’s why I’m calling, I’m not sure if you are aware that back in April the government has completely revamped everything to where you can get a lower rate and payment without refinancing back up to a 25 or 30 year mortgage. You can actually stay right where you are with the term you have while getting a lower rate and payment. Also many of the new programs have no appraisal fees or closing cost. My job here is simply verify the information that we already have and then one of the top specialist will explain the programs that you already qualify for, so you can look them over at your leisure, if you want to take advantage of any of the new programs GREAT! If not, no harm no foul. But at least you will know the options that are available to you now so it doesn’t seem like you're stuck. OK.. ** I still have your address as (ON THE SCREEN) correct? ** Ok, and how much would you say you still owe on the home (Ballpark) ** Now how would you rate your credit(Good, Fair, or Shaky) ** Have you had any 30 day late payments in the last 12 months? ** Any Bankruptcies that haven’t been discharged? (Close) Ok, that’s all the information that I need. What I will do now is get this over to one of our licensed loan officers on the phone, and he will explain the programs that you qualify for and answer some of those questions I am sure you have, hold for me 30 seconds: Quick Transfer: (Prospect on Park) Hello, ______________________
I have ___________________ on the phone, phone number ___ ___ ____, let me bring them on the line. (Grab parked call) Hello, Mr or Mrs ________________, I have __(Mr Smith)___ on the phone, the licensed loan officer I was telling you about, and I explained to him you owe ____________ and are paying ____ percent on the mortgage. I also explained this is a (FHA, VA, or CONV loan) and that you are interested in a (low rate and payment, shorter term, cash out, reverse options) _(Mr Smith)__ are you with us? __Mr Smith______, this is ___(Mark)______________, I trully hope ___Mark____ can help you, have a wonderful day! Leave threeway call.

More Related Content

FREE Mortgage Lead Script

  • 1. Yes I need to Speak to___, Hey Mr./Mrs.___ my name is___, and I was just giving you a call back here with the Ethical mortgage services, it was back in August our company sent you some information about the different ___ programs that were available to you last year, and we were just doing a follow up with you today because we’ve seen new programs come out, and low fixed rates available, and just wondering if you have done anything with yours or are you still over the 5.5% ** If they say they just Refied or that they are under that, say (I will update the records have a good day.) ** If they say I haven’t done anything yet or that they are still over the 5.5% go right into the Script below!!!! Ok, that’s why I’m calling, I’m not sure if you are aware that back in April the government has completely revamped everything to where you can get a lower rate and payment without refinancing back up to a 25 or 30 year mortgage. You can actually stay right where you are with the term you have while getting a lower rate and payment. Also many of the new programs have no appraisal fees or closing cost. My job here is simply verify the information that we already have and then one of the top specialist will explain the programs that you already qualify for, so you can look them over at your leisure, if you want to take advantage of any of the new programs GREAT! If not, no harm no foul. But at least you will know the options that are available to you now so it doesn’t seem like you're stuck. OK.. ** I still have your address as (ON THE SCREEN) correct? ** Ok, and how much would you say you still owe on the home (Ballpark) ** Now how would you rate your credit(Good, Fair, or Shaky) ** Have you had any 30 day late payments in the last 12 months? ** Any Bankruptcies that haven’t been discharged? (Close) Ok, that’s all the information that I need. What I will do now is get this over to one of our licensed loan officers on the phone, and he will explain the programs that you qualify for and answer some of those questions I am sure you have, hold for me 30 seconds: Quick Transfer: (Prospect on Park) Hello, ______________________
  • 2. I have ___________________ on the phone, phone number ___ ___ ____, let me bring them on the line. (Grab parked call) Hello, Mr or Mrs ________________, I have __(Mr Smith)___ on the phone, the licensed loan officer I was telling you about, and I explained to him you owe ____________ and are paying ____ percent on the mortgage. I also explained this is a (FHA, VA, or CONV loan) and that you are interested in a (low rate and payment, shorter term, cash out, reverse options) _(Mr Smith)__ are you with us? __Mr Smith______, this is ___(Mark)______________, I trully hope ___Mark____ can help you, have a wonderful day! Leave threeway call.