Reactivate your old mortgage refinance leads

What a mortgage refinance call sounds like

A sample call, shortened, using the mortgage refinance template's own lines.

What the agent asks

• First, whether they're still interested: "You'd asked about refinancing your mortgage. Are you still looking for help with that?"
• If the answer is no, one more chance, then it lets them go: "No problem. Is that because you already have your mortgage taken care of, or just not a good time? I can have someone call when it suits you."
• Before bringing in your closer, the template's qualifying questions:
  • "Do you own the home?"
  • "Are you hoping to lower your payment, or take cash out?"

The answers go to your closer in the briefing, and to your CRM if you connect one. Change, add or remove questions for each campaign; they never block a transfer.

How it answers common objections

• "What's the rate?""Rates depend on your situation, so the specialist needs to go over it with you. Let me see if I can get someone on."
• "It's too expensive, or I can't afford it""Understood. The specialist can go over the options and what it would look like for you. Want me to get them on?"
• "A question about my house or the work itself""That's exactly what the specialist looks at with you. Let me see if I can get someone on."

The agent never quotes a price or a saving and never tells anyone they qualify: questions like those go to your closer. Edit any answer, or add your own.

Who it hands off to

When the lead says yes, the agent says it will bring in "my mortgage specialist" and rings your closer's number. Your closer hears a short briefing, then the lead joins the call. If your closer can't pick up, a callback is set. The agent calls as Ava with Mortgage Refinance USA unless you change the name, the company or the voice.