Free Mortgage Telemarketing script
Below is the free mortgage script we use to generate telemarketing mortgage leads. Just copy and paste this free mortgage telemarketing script into a Word or PDF document. Before you start calling always make sure you scrub your list against the DNC.
Free Mortgage Script for Lead Generation
hi (first name) __________, this is (Agent’s
Name) calling for ___________ Mandatory:
I’m calling to inform you that one of our loan
experts/loan officers will be giving you a call tomorrow
to help save you money
on your mortgage.
1. WHAT IS THE INTEREST RATE YOU ARE PAYING AT THE MOMENT,( AFTER THEY ANSWER THEN ASK…. IS THAT FIXED OR AJUSTABLE?
IF YOU ARE ASKED TO GIVE A COMMITMENT ABOUT INTEREST RATES OR LOAN TYPES, THEN Our Loan Officer is better educated to answer your questions ( STILL CONTINUE MORTGAGE TELEMARKEITNG SCRIPT).
IF the interest rate is above 6.5% Fixed or if it is Any ARM.
Go on to process.
SINCE YOU ARE PAYING a HIGH RATE OF INTEREST, OUR LENDING PARTNERS CAN PROVIDE YOU WITH AN OPPURTUNITY TO LOWER YOUR MONTHLY PAYMENTS OR PULL MONEY OUT OF YOUR HOME; WHICH WILL FREE UP CASH FOR THINGS SUCH AS a NEW CAR, HOME IMPROVEMENTS, OR EDUCATIONAL EXPENSES.
Free Mortgage Script
IT WILL ONLY TAKE A BRIEF MOMENT TO EVALUATE THIS FOR YOU.
2. what is the balance on your mortgage? Mandatory
3. (FIRST NAME) _________; is there a second mortgage or equity line? Mandatory
If YES: ASK RATE AND IF IT’S FIXED OR ARM
can you tell me the approximate balance on this loan? ___________
If NO: GO ON TO NEXT QUESTION.
4. What is your Appraised property value?
5. What is the monthly mortgage payments?
(Does it include Taxes & Insurance)
6. (FIRST NAME) ARE YOU EMPLOYED AT THIS TIME? if yes
GREAT – WHAT DO YOU DO? How long? (if under 2 years get previous)
7. what IS YOUR ANNUAL INCOME?
8. WHAT IS YOUR CREDIT SCORE (IF THEY DON’T KNOW THEN ASK IS IT BAD FAIR GOOD OR EXCELLENT?
9. Do you have any current Bankruptcies or Foreclosures? (Yes/NO) Mandatory
IF YES; IS THE DATE OF DISCHARGE AT LEAST 1 year AGO? Mandatory
; GO ON TO TO FINISH MORTGAGE TELEAMRKETING SCRIPT
10. WHEN DID YOU LAST REFINANCE THE MORTGAGE? Mandatory
11. let me CONFIRM that you do currently own a single family home AND NOT mobile,, double wide OR MANUFACTURED HOME?(Yes/No) Mandatory
12. I have your name as (First), (M), (Last), is that correct? [Spell out] (Yes/No) Mandatory
13. Are you the only applicant to the loans on the house or is there someone else as well?
-If no continue with call
-If yes
-Can I have his/her name? (repeat line 6 for co-borrower)
14. AND DO YOU HAVE ANY PRE-PAYMENT PENALTIES ON YOUR EXISTING MORTGAGE? Mandatory
15. ARE YOU CURRENTLY WORKING WITH ANY OTHER LENDER? IF YES
IN THAT CASE WOULD YOU ALSO BE INTERESTED IN SPEAKING TO OUR REPRESENTATIVE FROM _______________.
16. Confirm the mailing address & Phone number. Mandatory
17. IS THERE AN ALTERNITIVE NUMBER YOU CAN BE REACHED?
18 what IS YOUR email ADDRESS?
THANK YOU FOR YOUR INFORMATION. WHEN IS THE BEST TIME TOMORROW TO HAVE OUR LOAN EXPERT CALL YOU?
BEFORE I CLOSE THIS CALL I WILL LEAVE YOU WITH THE COMPANY NAME AGAIN / DO YOU HAVE A PEN & PAPER HANDY?(REMIND THEM OF APPOINTMENT TIME)
Now that you've seen our free mortgage telemarketing script... Learn how we generate Call Center Mortgage Leads or get mortgage leads today.
