RM Statement Script

RM Statement Script

Voicemail Script

Hi, this is Carlawith Mortgage Services.

We talked about making some adjustments to improve your reverse mortgage, but we need your mortgage statement.

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

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

-- Wait for confirmation --

Hi [LEAD NAME], We talked about making some adjustments to improve your reverse mortgage, but we needed your mortgage statement.

Did you find your mortgage statement?

[Yes]

Great. Can you grab it?

Click here to pull up a sample statement

-- Answer Questions, then move to Get loan information --

[No]

If we call you back in a couple of days, do you think you would have found it by then? Sounds good. We will talk to you around the same time in the next couple of days. Would that work for you? Great. I will talk to you then. Have a nice day.

Get loan information & Scheduling

*Get the information below:

Does your mortgage statement have a line of credit information section?

[Yes]

There should be a line that says "current available line of credit." What would that be? [Enter amount in CRM]

[No]

Under the principal limit information section, there should be a line that says "current principal limit." What would that be? [Enter amount here]

In that same section, that should be a line that says "total current loan balance".

What would that be? [Enter amount here]

-- Go to Scheduling –

*when scheduling appointment:

Thank you for taking the time to answer our questions.

What I would like to do is schedule a time for you to talk with Carl Holmes who can answer all your questions and see how we can improve your loan. What is your date of birth? Let me take a look at our calendar.

-- Once confirmed, move to closing --

Closing Statement

Thank you again [LEAD NAME] for taking the time to answer our questions.

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

Do you have any additional questions for me?

-- 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?