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Reverse Mortgage Script
Voicemail Script
Hi, this is Minerva 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) 867-7488.
Have a wonderful day.
Opening Statement
Hello, is this [INSERT LEAD NAME]? Hi, this is Minerva 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 --
If you would like to have us call you at a time that works best for you, you can do so here.
Sun | Mon | Tue | Wed | Thu | Fri | Sat |
---|---|---|---|---|---|---|
26 | 27 | 28 | 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 | 31 | 1 |
-- 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?
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