Discovery Call Script

Discovery Call Scripts

Voicemail Script

Hi, this is Carla with Mortgage Services.

I'm calling about the appointment you requested with us to help you find and buy a home. We need to go over some things with you before our appointment.

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]

Great. You requested an appointment with us to help you find and buy a home. We just have a few questions before our appointment. Is this a good time?

Great.

--Answer questions they have if any then ask them questions --

Complete app questions

*Questions below:

Enter Your Information

Will there be anyone else apart of this transaction? *

(If so, Who?) *

Price Range/ Monthly Payment

$

Are we working with any kind of down payment? *

What kind of down payment are we working with?

Are you still working or are you fully retired? *

What is your annual income?

$

How would you rate your credit from a scale from 1 to 10. 10 being the best.

Best phone number to reach you *

Email *

Full Name

Additional Information *

Qualified

-- Move to closing --

Closing Statement

Great. Thank you. We will send you a confirmation text. Please reply to let us know if you can still make the appointment. Ok. We will talk to you then.

-- Answer then end the call --

Have a nice day!

Frequently Asked Questions

What is your address?

Hours of operations?