YOU: Hi, is this ___________?
YOU: This is (my name) with McGinnis Team at Benchmark Home Loans
(Insert reason for call: "John asked me to call you" "Mary said you were looking for a home" "etc."
YOU: Is that correct? Are you looking to purchase a home?
YOU: We offer a variety of loan products, whether you're a first time home buyer or a more advanced investor. To have a very productive phone call with Josh, our branch manager, he wanted me to ask you a few questions. Do you have a few minutes right now?
NO: No problem at all. When would be a good time to talk? (set a follow up in High Level)
YES: Great (fill out form)
Thank you so much for answering these important questions. The next step is completing the application which includes uploading paystubs and a photo ID, that will allow Josh to review the information and work towards a pre-approval. If I send you the link, will you be able to complete it in the next 24 hours?
Great.
If you have any questions as you fill out the application, the best way to reach us is by text at 423-800-5232, and our email is mcginnis.team@benchmark.us.
Do you want me to text that to you so it’s easy to put in your phone?