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Free Mortgage Sales Lead Generation Telemarketing Script - Lead Generation


Here is a free telemarketing script for mortgage lead generation....

Mortgage Sales Lead Generation Script

HI (first name) __________, this is (Agents Name) calling from___________

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 It will just take a few minutes of your time and could save you thousands on your mortgage. Right now interest rates are the lowest they’ve ever been in history.

There is no obligation, we would just like to show you your options, and see if we could help you save on your mortgage so what will be the best time to have our loan officer call you tomorrow?

Okay, great I just need to ask a few questions to make sure you qualify.

  • 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).

  • what is the balance on your mortgage?

  • (FIRST NAME) _________; is there a second mortgage or equity line? If YES: ASK RATE AND IF ITS FIXED OR ARMcan you tell me the approximate balance on this loan? ___________If NO: GO ON TO NEXT QUESTION.

  • What is your Appraised property value?

  • What is the monthly mortgage payments?(Does it include Taxes & Insurance)

  • (FIRST NAME) ARE YOU EMPLOYED AT THIS TIME? if yesGREAT WHAT DO YOU DO? How long? (if under 2 years get previous)

  • What IS YOUR ANNUAL INCOME?

  • WHAT IS YOUR CREDIT SCORE (IF THEY DONT KNOW THEN ASK IS IT BAD FAIR GOOD OR EXCELLENT?

  • Do you have any current Bankruptcies or Foreclosures? (Yes/NO)IF YES; IS THE DATE OF DISCHARGE AT LEAST 1 year AGO?GO ON TO TO FINISH MORTGAGE TELEAMRKETING SCRIPT

  • WHEN DID YOU LAST REFINANCE THE MORTGAGE?

  • Let me CONFIRM that you do currently own a single family home AND NOT mobile,, double wide OR MANUFACTURED HOME?(Yes/No)

  • I have your name as (First), (M), (Last), is that correct? [Spell out] (Yes/No)

  • 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)

  • AND DO YOU HAVE ANY PRE-PAYMENT PENALTIES ON YOUR EXISTING MORTGAGE?

  • ARE YOU CURRENTLY WORKING WITH ANY OTHER LENDER? IF YESIN THAT CASE WOULD YOU ALSO BE INTERESTED IN SPEAKING TO OUR REPRESENTATIVE FROM _______________.

  • Confirm the mailing address & Phone number.

  • IS THERE AN ALTERNITIVE NUMBER YOU CAN BE REACHED?

  • What IS YOUR email ADDRESS?

Thank you so much for your time and the information there, our loan officer will give you a call tomorrow at ________________ to let you know how much we can save you off your mortgage there.

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