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Purchase Questionnaire

If you are an assistant, DO NOT talk about rates. If asked, simply say, "Let me gather some basic information about your possible purchase, and I'll have my manager send over a quote with the latest rates."

LENDINGTREE Script

"Hi, my name is _________ with Triumph Lending, and I'm calling about the interest rates you requested through Lendingtree.com. I just need to confirm a few details, and my manager can EMAIL you a quote. Is that OK with you?"

OTHER LEAD SOURCE Script

"Hi, my name is _________ with Triumph Lending, and I'm calling about the interest rates you requested online. I just need to confirm a few details, and my manager can EMAIL you a quote. Is that OK with you?"
  • How much house are they looking to buy?
  • Enter either a percentage or an actual amount. (Eg. 10% or 20,000)
  • If the borrower does not give a zip, get the general area and do a Google search for that area online to find a zip code. Eg. Google "Haslet Zip Codes" if the borrower told you "Haslet, TX".
  • This is useful to look up the property at Zillow.
  • Look up the address at Zillow if the customer does not know after you hang up.
    Don't talk about rates. If they ask, say that the rate will be sent when you send the quote request to "my manager".

  • Real Estate Agent Information

  • Ask them to verify their Name, Phone and Email

    Go into Leads360 and make sure their name, phone, and emails are right. Replace name with nickname if nickname is preferred.
  • So we can reference later.

  • BEFORE HANGING UP: Attempt to HOT transfer

    SCRIPT: "Thanks for helping me get this all together. I'm going to see if [YOUR LOAN OFFICER] is available. Hold one moment." Attempt a hot transfer, if the LO is not available, let the borrower know that we will contact them as soon as the estimate is ready.
  • If added, you'll be BCC'd on the questionnaire when it's sent to the loan officer.
  • Include any notes you want to pass along to your loan officer.
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