Appointment Confirmation Scripts

Opening Statement

Hi, this is Carla with Mortgage Services. Is this [LEAD NAME]?

Hi, [LEAD NAME], I'm calling to confirm your appointment for tomorrow [TIME OF APPOINTMENT].

Will you be making your scheduled appointment?

-- Wait for confirmation --


If the lead cannot make the appointment, you must confirm the following:

Would they like to reschedule? Go to Scheduling then Appointments. Look for the lead's appointment and reschedule the appointment.

Would they like to cancel? Cancel the appointment.

Closing Statements

Thank you [LEAD NAME] for taking the time to [CONFIRM/RESCHEDULE/CANCEL] your appointment.

We look forward to seeing you! Have a wonderful day.

Frequently Asked Questions

What is your address?

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

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