Reverse Mortgage Script

Voicemail Script

Hi, this is Carla with Mortgage Services.


I'm calling because you requested some information about the reverse mortgage.


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


Have a wonderful day.

Opening Statement

Hello, is this [INSERT LEAD NAME]? Hi, this is Carla with Mortgage Services calling on a recorded line. How are you?


[Pause for response]


-- Wait for confirmation --


Great. We understand you would like some information about the reverse mortgage. Is that correct?

(not a good time to talk. go to NO)


[Yes]


Great. Is this your first time looking into this?


--Answer questions then move to Qualification --


[No]


Ok, what time of day is good for you to talk to you about this?


Great. How about I call you back around _______. Would that be a better time for you? Great, we'll talk then.

Qualification & Scheduling

*Qualify using the Qualifying Questions below:

*scheduling appointment:


Great. Thank you for taking the time to answer our questions.


I would like to schedule a time with you to talk with us to tell you more about how we can help you have a better retirement with the reverse mortgage. Let me check our calendar. What time zone are you in? What is the best time of day to talk to you?


--Go to Scheduling. Suggest two times you think would work for them---


Ok, I can have Carl call you at ____ 30 your time or would ____30 be better?


-- Go to Scheduling –


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

Loan Officers

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.

Select a staff member
Select option
30 Mins
Sun, Sep 24, 2023

Select a Date & Time

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Type here to search timezone


-- Once confirmed, move to closing --

Closing Statement

-- Once confirmed, move to closing --


We look forward to speaking with you on [INSERT DAY AND TIME]. We will be calling you from a 949 number, Ok.

-- Answer then end the call --


Great! Thank you for your time, [LEAD NAME].


Have a nice day!

Frequently Asked Questions

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Hours of operations?

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