Qualification Scripts

Voicemail Script

Hi, this is [SETTER NAME] with West Michigan Mortgage.

I'm reaching out because you showed interest in exploring your mortgage savings options and the path to homeownership with us. We believe everyone deserves to find their dream home without the stress of overwhelming rates and processes.

Please give us a call back at (616) 691-6089 so we can personally guide you through your options.

Looking forward to helping you make the leap from renting to owning. Thank you!

Opening Statement

Hi, this is [SETTER NAME] with West Michigan Mortgage calling on a recorded line. Is this [INSERT LEAD NAME]?

-- Wait for confirmation --

Hi [LEAD NAME],

I noticed you responded to our Facebook ad about finding lower mortgage rates and a faster, more personal approval process for homeownership. It's great to connect with you! Do you have a couple of minutes?

If YES:

I'm curious, what prompted you to click on our ad? Was there something specific about homeownership or the mortgage process that caught your eye?

-- Note Ad Feedback, then move to Qualification --

Qualification & Scheduling

*Qualify using the Qualifying Questions below:

*when scheduling appointment:

Thank you for taking the time to answer our questions.

What I'd love to do next is arrange a meeting with one of our mortgage experts. They're well-versed in tailoring solutions to each individual's needs and can dive deeper into how we might be able to assist you specifically.

It's a fantastic opportunity to get all your questions answered and to see if we're a good match for what you're looking for.

As I am looking at the calendar, we have a few openings on [SUGGEST TWO DAYS], would either of those work for you?

-- Get response and select the appropriate day; Book for the soonest available time if possible --

Great, we can put you down for [DAY]. Now would you prefer a morning or afternoon appointment?

-- Discuss available times and select the appropriate time --

Excellent. To confirm, we have you scheduled for [INSERT DAY] at [INSERT TIME]?

-- Once confirmed, move to closing --

Closing Statement

Okay great! That's all the questions I have, and I have you booked for [DATE AND TIME]

I am going to pass this information on to the consultant you will be meeting with.

They are going to send a couple of reminders before the meeting, so be on the lookout for that.

Oh, and aside from a family emergency, do you mind letting us know if, for whatever reason, you won't be able to make the
meeting?

-- Wait for confirmation --

Thank you! I hope you have a great day!

-- End the call --

Frequently Asked Questions

What is your address?

Hours of operations?