Home Buyer Apt Script

Opening Statement

Hello, is this [LEAD NAME]? Hi, this is Carl with Mortgage Services. How are you?


[Pause for response]



Great. You asked us to give you a call to help you to find and buy a home. What part of __________ county are you looking to move to?


Great.


--Answer questions they have if any then ask them questions --

Complete questions

*Questions below:

Enter Your Information

-- Move to closing --

Closing Statement



Great. I have enough information to get started on your pre-approval. We will need you to complete our application. I can send you the link now. [ Send link via text ] I just sent you the link. Did you get it?


[YES]


Great. You can complete the application on any device. It's very easy to use. Once you complete it we will receive your application and you will get a list of documents we will need to verify your income. When do you think you will be able to complete the application?


[Wait for a response]


Ok, great. If we get the application on [the date they say] we can over it on [open date on the calendar]


[Make follow up appointment]

Carl Holmes

Pre-qualification Call

If you would like to have us call you at a time that works best for you, you can do so here.

30 Mins
Sun, Mar 26, 2023

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Ok, so we can't go over the application if you don't complete it. Get it in and we will go over it and work on getting you pre-approved. Talk to you soon.




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