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STEP 6- PHONE SCRIPTS & DOOR KNOCKING

​​​Sample Lead
  • ​Click Here to download a sample Mail-Back lead​
  • Click Here to download a sample IVR lead​

​​​Dialing Tracker & Tips
  • ​Use the Dialing Tracker to track your weekly dialing activity.
  • Dial Tracker Sample - how to complete the Dial Tracker
  • Dial Tips - review here​

 Five Touches for Contacting Leads
  1. Triple Dial
  2. Triple Dial Again (same day or different day)
  3. Voicemail
  4. Text
  5. Door Knocking
    ​
  • ​​If the first 5 don't work, Send a Final Notice
  • Texting leads can be an effective way to contact leads who do not pick up their phone from an unknown number.
    Texting should NOT replace calling your leads.
    ​
    ​​SAMPLE TEXT:
    Hi (Name), This is (your name), I am the Field Underwriter assigned to your mortgage protection paperwork. A brief phone consultation is needed with you (and your significant other) to review the rights and options for your loan. Openings today are 4pm, 6pm or 8pm. Which time slot works best for you?

​Phone Scripts​ ​​​
  • Review which phone scripts to use with your Manager.
  • ​IVR Phone Script (Coach Gibbs Version)
  • Mail-Back Phone Script (Coach Gibbs Version)
  • ​IVR Phone Script Role Play Audio:
  • Mail-Back Phone Script Role Play Audio:

Door Knocking 
  • DOOR KNOCKING SCRIPT
  • DELIVERY NOTICE​

​​​
D Lead & Final Notice Mailing Training
  • CLICK HERE to view the training video and letter template.​ ​

​This training website is designed to equip and empower you to have a fast start in the mortgage protection industry.  The information and tools on this site will prepare you to "DO" the job.  As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Theodore Group.  Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.
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