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
  • ​Use the Dialing Tracker to track your weekly dialing activity.
  • Take a photo and text to your manager each week.
• Phone Scripts​ ​​
  • IVR Phone Script
  • Mail-Back Phone Script
    
    
  • IVR Phone Script Role Play Audio:

• Mail-Back Phone Script Role Play Audio:

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• D Lead & Final Notice Mailing Training
  • CLICK HERE to view the training video and letter template.
• Door Knocking 
  • DOOR KNOCKING SCRIPT
  • DELIVERY NOTICE
• Watch Matt Gibbons Live dials:

• Remember, there 5 touches when contacting leads:
  
  • Triple Dial
    
  • Triple Dial again (same or different day)
  • Voicemail
    
  • Text
    
  • Door Knock
    
• 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?