Introduction

Personal Brand (MAKE SURE THEY KNOW WHO YOU ARE)

I would like to introduce myself to you. My name is (spell it out), please take my direct line (give number)

I want to let you know, I love what I do and you are in great hands. I can answer anything you need every step of the way

(pivot to client info)


Client Info

Just need to verify a few things before we get started

(Pivot and ask the questions below)


Pivot to foreshadow process

Foreshadow Process

Here is what is next, my goal is to get you pre approved on this phone call. We are going to discuss your goals, income, assets and credit. If for some reason I cannot get you approved, we will come up with a game plan.

(Pivot into goals)


Goals


Pivot to credit foreshadow

We are going to review your credit with you here. I just need to pull that up with you, I have a few more questions first

(Pivot to question below before pulling credit)

(If you feel comfortable, going through credit with client over the phone. If not, pivot on to questions below)


Realtor info


Income


Assets

Pivot to numbers...

Thank you for providing all of that information, I am going to work on some numbers for you just to give you an idea of your potential payment and cash to close...


Work the numbers

Get the client a good idea of the cash to close Make sure you calculate taxes and insurance Give a 100 dollar range of the payment Make sure client is comfortable and ask questions


Wrapping up the call

Call to action

Now that everything looks good, I will need some documents from you. I sent you an email to upload your documents to our secure portal...those documents include (list documents), is there any reason you can't get those uploaded to our system within 24 hours?

(Make sure client is uploading docs to ARIVE directly. Really get them to commit to sending you documents on this first call.)

Ending the call

Thank you for your time today and congratulations on your pre approval!

Do me favor, it is really important that you call me before you make an offer to ensure I get the correct numbers for the house you are putting an offer on.

Besides that we are good to go and do not hesitate to call me with any questions you may have.