Reverse Mortgage Script

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:

First time looking in to this?

What are you looking to accomplish with the reverse mortgage?

What are some things you heard about the reverse mortgage?

What I would like to do is spend some time getting to know you and your situation. We will take a look at all your options that way we can find a solution to help you accomplish your goals. What's a good time to chat?

Best phone number to reach you *

Email *

Full Name

Additional Information *

Qualified

*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 Date & Time

Sun	Mon	Tue	Wed	Thu	Fri	Sat
31	1	2	3	4	5	6
7	8	9	10	11	12	13
14	15	16	17	18	19	20
21	22	23	24	25	26	27
28	29	30	1	2	3	4

-- 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

What is your address?

Hours of operations?