Equipment Financing Script

Voicemail Script

Hi, this is Carla with Loan Services.


I'm calling because you inquired online about our start up equipment financing program.


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 Loan Services. Did I catch you at a bad time?


[Pause for response]


-- Wait for confirmation --


Great. You inquired online about our start up equipment financing program. Is this a good time to talk to you about this?


[Yes]

Great. What kind of business your are looking to start?

I'm going to ask you some questions to see if this program is a good fit for you, OK.

--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:

Select option

*scheduling appointment:


Ok.


I would like to schedule a time with you to talk with us to tell you more about how we can help you with your business. 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 a loan officer 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

30 Mins
Select option
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

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-- 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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