Qualification Scripts

Voicemail Script

Hi, this is [SETTER NAME] with Easy Low Rate.

I'm calling because you show interest in getting more information about our Easy Mortgage Financing for Entrepreneurs.

I will follow up with you again tomorrow or you can give us a call back at .

Have a wonderful day.

Opening Statement

Hi, this is [SETTER NAME] with Easy Low Rate calling on a recorded line. Is this [INSERT LEAD NAME]?

-- Wait for confirmation --

Hi [LEAD NAME], I see you were researching ways to access capital to invest in new property.

Would you be interested in accessing $100K or more from your home’s equity in as little as 15 days so you can invest in a new property or have an extra $1500 of cash in your pocket each month…

…Even if you don’t have perfect credit AND struggle to fully document your income?

-- Answer Questions, then move to Qualification --

Qualification & Scheduling

*Qualify using the Qualifying Questions below:

Enter Lead Information

Prospects Email *

Qualified *

Have you had a foreclosure in the past 7 years?

What is your credit score?

What is your desired loan amount?

Appointment Setter *

Additional Information

*when scheduling appointment:

Thank you for taking the time to answer our questions.

What I would like to do is schedule a time for you to meet with Robert Sinohue who can answer all your questions and see if there is a good fit.

As I am looking at the calendar, we have a few openings on [SUGGEST TWO DAYS], would either of those work for you?

-- Get response and select the appropriate day; Book for the soonest available time if possible --

Great, we can put you down for [DAY]. Now would you prefer a morning or afternoon appointment?

-- Discuss available times and select the appropriate time --

Excellent. To confirm, we have you scheduled for [INSERT DAY] at [INSERT TIME]?

-- Once confirmed, move to closing --

Closing Statement

Thank you again [LEAD NAME] for taking the time to answer our questions.

We look forward to speaking with you on [INSERT DAY AND TIME].

Do you have any additional questions for me?

-- Answer then end the call --

Great. Thank you for your time, [LEAD NAME].

Frequently Asked Questions

What is your address?

Hours of operations?