Discovery Call Scripts
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.
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?
--Answer questions they have if any then ask them questions --
Complete app questions
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?