Initial Lead Process
Honor The Client Why It’s not about us, it’s all about the client Examples: “This is (your name) with the Mid America Team, we
Basic Script
NEW LEAD – Basic Script The LO Team, this is LP I am calling for a loan, referred by “___________” (If not ref by realtor…ask if they are
Taking the Perfect 1003
Tips for Taking a Perfect 1003 2 Years is key! Make sure to always get 2 years’ worth of residence and employment history. Don’t skip
Additional Scripting
Scripting Questions Every Lead, Every Time How does the lead know referral: What did the referral partner say about us?: Personality type (Do they sound