Mortgage Form with Script v1 DV
Was the hand-off good?
Yes
No
Hi . This is from upstairs, I have () on the line. Are you ready to take the call?
Hi,
(())
. [DO NOT ASK "HOW ARE YOU?"] -- [CONFIRM ITS THE RIGHT PERSON AND CONTINUE]
(())
, my name is , on a recorded line, with American Mortgage Advisors. Your Loan Officer is just getting off a call so let me quickly review what you told .
As you know, interest rates for refinancing are REALLY low right now. You are interested in seeing how much you can save on your mortgage, correct?
Yes
No
OK great! Do you have a verifiable source of income?
Yes
No
OK Good. And, , you have a few minutes right now to speak to our Loan Officer just to see how much we can save you on your mortgage, correct?
Yes
No
Contact Info
First Name
Last Name
Email
Phone
Address
Get Zestimate
City
City
State
AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VA
VT
WA
WI
WV
WY
State
Zip
Zip Code
Standard Qualifiers
You current rate is at or around % [Enter or Update the Rate below]
*
Have you refinanced in the prior 6 months?
Yes
No
[
Get Zestimate
] I'm showing your value around [
Get Zestimate
] .
*
Loan amount is approximately
Loan Type loan.
FHA
CONV
VA
REV
Uncertain
Credit score is or higher.
*
ASK: What is your credit score? (then choose below)
Over 720
Between 700-719
Between 680-699
Between 640-679
Between 620-639
Between 580-619
Under 580
Short Sales, Foreclosures or Bankruptcies.
Yes
No
30 day lates on ANY mortgage in the last 12 months.
Yes
No
I'm showing here that you have a regular Conventional loan. Is that accurate or do you have an FHA or a VA loan?
*
FHA
CONV
VA
REV
Uncertain
And are you, your spouse or anyone else on the home title a US Veteran?
*
Yes
No
Cashout Qualifiers
Credit Cards Total Balance (approximate)
Do you have a car payment (that's not a lease)?
Do you know the payoff for the car?
Do you have any other loans or student debt you want to review with the Specialist?
Because of your credit score, we can help you with some of these debts so you can get them paid off and reduce your monthly payment right away.
Are you currently employed with an income of at least $1500 per month?
Yes
No
Are you currently enrolled in any Debt Settlement or Debt Forgiveness program?
Yes
No
Additional Qualifiers
Is Primary
Yes
No
Spanish Speaker
Yes
No
Cash out > $15,000
Yes
No
Hand-off Script
(Must be read word for word) OK great! What I need to do now is bring on my loan officer. When I submit your information, if the loan officer is on the phone they may call you in the next 24-48 hours and their call would override any state or federal no contact registries you may be on just so the lender can get a hold of you and get you the information. Is this Ok? Great! (PRESS SUBMIT and Follow hand-off script)
Submit
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