A DV Form Script 2-26-2021


Use this if NO DATA ON FORM

Additional Contact Info

Hi , this is . Bear with me here. I'm going to pull up your house and then we'll see what we can do to save you some money on your mortgage.

Zip Code

Is this your Primary Residence or an Investment Property?
AND this is a single family home and not a mobile or manufactured home, correct?
MUST answer YES or you need to end the call.
estimate is OK
Since the mortgage have you had a Short Sale, Foreclosure or Bankruptcy?
In the last 12 months have you had a 30 day late on ANY mortgage?
[CLARIFY THE YES] Were you actually over 30 days late past your due date or did you just incur a late fee?
And are you, your spouse or anyone else on the home title a US Veteran?
Are you or your spouse over the age of 62?
Are you interested in looking into a Reverse Mortgage as an option?

We're usually able to save homeowners an ADDITIONAL $300- $600 PER MONTH by combining credit cards, student loans and car loans. I can have my licensed Loan Officer analyze that option for you and email you somethign to look at. Do you owe anything on credit cards?

+ $=

Lead Type Selection

Choose where this lead should go

Credit Failure - Down-sell Cashout in approved states or Debt Consolidation*

Potential Benefit Failure - Check rate and cash-out - NO BENEFIT? - **Make corrections to RATE or CASHOUT or LOAN AMOUNT or **END CALL**


Additional Qualifiers

DV Failed Reasons

Hand-off Script

I have everything I need here. I just need to bring on my Licensed Loan Officer to quote your rate and payment savings.

(Must be read word for word) If the loan officer needs to do any followup calls, their call would override any state or federal no contact registries you may be on just so they can get a hold of you and get you the information. Is this Ok? Great! (PRESS SUBMIT and Follow hand-off script)