Cold Call Script

Voicemail Script

Hi, this is Carla with Mortgage Services at KW.


I’m following up on our email.


I will follow up with you again tomorrow or you can give me a call back at (949) 828-1084.


Have a wonderful day.

Gatekeeper

Hi, [GATEKEEPER NAME] this is Carla with Mortgage Services at KW. Can I please speak with [LEAD NAME]?


-- If questioned why? --


Absolutely. I’m following up on our email correspondence.


-- Once transferred move on to Diffusion --

Diffusion

Hi [LEAD NAME], did I catch you in the middle of something?


-- Wait for response --


Yes -> Okay, I'll make this super quick.


No -> Great.

Introduction

My name is Carla with Mortgage Services at KW. We Helping People Buy Their Dream Home for $0 Down.


I saw that you’re doing [REFERENCE SOMETHING ABOUT THEIR CURRENT MECHANISM]. How is that going?


-- Go to Qualification --

Qualification

Enter Your Information
anyone else?
$
Down Payment?
Working Status
$
Credit
Qualified

-- Go to Scheduling –


*when scheduling appointment:


Thank you for taking the time to answer our questions.


What I would like to do is set up a time for you to meet with Carl Holmes who can show you how we are helping Buy Their Dream Home for $0 Down.


Loan Officers

Pre-qualification Call

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

Select Date & Time

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Does [DAY] at [TIME #1] OR [TIME #2] work for you?


-- Get response and select the appropriate day; Book for the soonest available time if possible --


Excellent. To confirm, we have you scheduled for [INSERT DAY] at [INSERT TIME]?


-- Once confirmed, move to closing --

Closing Statement

Thank you again [LEAD NAME] for your time today.


We look forward to speaking with you on [INSERT DAY AND TIME].


Have a wonderful [MORNING/AFTERNOON/EVENING].

Frequently Asked Questions

What is your address?

1130 E Clarke Ave STE 150-222, Santa Maria CA 93455

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