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
- Triple Dial
- Triple Dial Again (same day or different day)
- Voicemail
- Text
- 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 Role Play Audio:
- Mail-Back Phone Script Role Play Audio:
Door Knocking
D Lead & Final Notice Mailing Training
D Lead & Final Notice Mailing Training
- CLICK HERE to view the training video and letter template.