RML Prospecting Script

RML Prospecting Scripts

Voicemail Script

Hi, this is Carla with Mortgage Services.

I'm calling to see if you would like more information about using your home's equity to supplement your retirement income.

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]

-- Wait for confirmation --

Great. We are calling to see if you would like more information about using your home's equity to supplement your retirement income. Is this a good time to talk to you about this?

[Yes]

Great. What are you looking to do, take some cash out, lower your mortgage payment?

--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:

Loan Purpose

What is your interest rate

How much is your mortgage payment

Does that include taxes & insurance

Yes

No

How much do you owe on your home

Do you have a 30 year loan?

Yes

No

Is your home a single family residence?

Is this your primary residence?

Do you have any homeowner association dues?

If so, how much are they

Have you made your payments on time in the past 12 months?

What is your marital status

Are you still working or are you fully retired?

Do you have any other liens on the property?

What is your date of birth

*scheduling appointment:

Great. Thank you for taking the time to answer our questions.

I would like to schedule a time with you to talk with us to tell you more about how we can help you find a home. 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 Carl 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 --

-- 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?