FHA / VA Script
Hello, may I please speak to (#FirstName#) (#LastName#)?
This is (Your Name) from American Mortgage Connection.
We are calling homeowners in the (#City#) area to tell them about new government programs that can help people with FHA / VA mortgages. Rates are at an all time low, and you could be saving money each month by getting a lower fixed rate.
Would you like a quick comparison quote? My senior mortgage specialist is standing by to explain your options in detail; I just need to confirm some basic information first.
a) confirm home value
b) confirm loan balance (Minimum $125,000 +)
c) confirm interest rate and type (Fixed Rate 4.5% +)
d) confirm credit score (625 +)
e) confirm customer is not late on payments (No 30 day lates. 0x12)
- f) confirm home is not a mobile /manufactured homeGreat, (#FirstName#)!Looks like you qualify to learn more about our specialized mortgage programs. Grab a pen and paper while I get my senior loan specialist on the line, it will just take a moment.a) click ‘Conference‘
b) select the client you want to send to
c) check the ‘put customer on hold’box
d) once you have spoken to the LO, bring the customer off hold
e)Read from here:
TRANSITION PITCH TO LOAN OFFICER? THIS IS DONE WITH THE CONSUMER, AGENT AND LO ALL ON THE LINE TOGETHER