Whitehead Phone Script
Hello, I’m calling for John or Jane Doe. ------Yes this is David Whitehead calling, I’m with the Mortgage Protection Center and I was calling you about the letter we sent to you regarding your mortgage loan with “Wells Fargo Bank”. Do you remember filling the letter out? ---- Great, well that is why I was calling. This letter you sent back to us is an offer for you to get yourself covered in the event something happens to you or your spouse. It would pay the mortgage off for you and leave the surviving spouse or beneficiary with a paid off mortgage. Is this something of what you were looking for?
Great, Well I am the local agent/manager and I am calling to see if I can help you with that. Do you have a moment to discuss this with me?
IF NO: confirm a date and time to call back and then proceed.
IF YES: Great, I would just like to verify some information you provided on the letter to be sure I have everything correct. ( verify Bank or Mortgage Name, verify loan amount, their birthday, height & weight, tobacco usage, property address)
I would like to stop by for just a few minutes (or “about 10 to 15 minutes) to show you what you could qualify for. There are some benefits that I need to at least make you aware of so you can let me know what best suits your needs. I can give you all the rates and show you everything on my laptop computer. It will just take a few minutes to show you and if I have something that works for you and fits your budget, great we can proceed. If I do not, I promise you, I will be in and out of your life just that fast and won’t bother you again. How does that sound to You? Great!!
I am working in your area on Tuesday and Wednesday pretty much all day and into the evening. I would like to stop by while I am in the area. Which day would be better for you? AM or PM?
Great, I will see you at: (reconfirm date and time and make sure you ask for directions to the property address even if you know where it is. Always ask for directions. This reduces your chances of having a “no-show” ALSO: make sure you get accurate and complete medical information so you can accurately quote them and place the correct product. If needed, Get a RISK-ASSESSMENT from the company(s) before you go on the appointment.)