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The Connect Road Map | Mortgage 4.1
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Radiant Chat Scripts

The Executive - The Database Activator

Past Clients Objectives - 

1st: Continuation of Conversation - 

2nd: Opportunity to help?

3rd: Rating/Review 

4th: Referral 

GOALS: Continuation, Conversion, Compliment, Connection.

Objective/Purpose: “Checking In” - “Following Up” - “Touching Base”
Hi Firstname,
This is (CONCIERGE NAME) calling from (YOUR COMPANY) . I know it's been a while since we last reached out. I am calling because (LO Name) came into the office this morning and asked me to give you a call.
How are you?  (Most answers will be short. Fine or good but some will expand and start a conversation.  Let them talk and engage as you would with a friend.)
As part of our ongoing service here at (COMPANY NAME) you get a free mortgage review and financial check up whenever is necessary.
Right now there is an incredible amount of news about  the economy, the incredibly hot housing market,  interest rates, etc. 
We just wanted to check-in and make sure that you are taken care of.  Are you currently looking at moving or have you acquired any debt that you would like to get rid of using the equity of in your home?
(YES/NO) -
IF NO - That’s great! Then skip to #3
IF YES - I understand!  Let me help you get what you need.
IF THEY ARE LOOKING TO MOVE = PURCHASE OFFER - The first step in buying a new home is getting a quick approval with (LO NAME) This free tool will let you know how much you qualify for and what price range you can be shopping in, without affecting your credit.
INSERT YOUR PERSONALIZED QUALIFICATION QUESTIONS HERE
1. Employment
2. Income
3. Credit
4. How Soon Are You Looking To Make This Happen?
IF THEY ARE LOOKING TO REFINANCE = REFI OFFER - (LO NAME) can let you know how much equity you can access from your home and what your numbers will look like at todays interest rates.  (HE/SHE) will also run the numbers and make sure it makes sense for you right now.
INSERT YOUR PERSONALIZED QUALIFICATION QUESTIONS HERE
Ok, does (NEXT AVAILABLE TIME) work for you to have a quick call with (LO NAME)?

3. It was our pleasure helping you with your mortgage! This year we have set a goal to help even more families and a 5-star review from you on Google goes a long way to helping more people find us online. Would you take a couple minutes to leave us a review if I text you the link?

4. You know, if I could have a business where I just got to work with people like you, life would be amazing. I know amazing people tend to group together so THEIR NAME, Can I count on you to refer over anyone that you meet that are looking to buy, sell or refinance?

Thank You!
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