What to say & do if someone requests
a Home Loan Report

Sony's version

 

If they leave a phone number...

Step 1:      CALL THE NUMBER!

Option A:

If you call them and get voice mail...leave this message.

"Hi I'm calling for Paula ...this is Joe Realtor with LivinginWherever.com calling.  I'm putting together your home loan report today, and I've just got a couple of quick questions...can you give me a call at 123-123-1234 It's __ o'clock now, and I'll be here until 5 or back in tomorrow morning at 9...ok? thanks."

 

Option A -- Part II

Immediately after you leave that voicemail send them this email message...

Subject: Message on Your Voice Mail...

Hi Paula,

I just left a message on your voice mail...

I'm putting together your home loan report and I've got a couple of quick questions.

Can you give me a call at 123-123-1234 or let me know if there's a number where I could call you...

Thanks,

Joe Realtor
LivingInWherever.com


OPTION B: If you call and a LIVE person answers...

Mrs Mitchell? Hi, It's Joe Realtor with LivinginWherever.com --I got your message about our Home Loan Report... is now a good time to talk?

her response: YES

I just need a couple of items from you before I can start my research. 

  • What size of down payment are you planning on putting down?

  • Do you have anything in your credit history that we should know about?

  • and What is your annual income?

Alrighty, we'll get this started, and you should be receiving your report shortly. 

Since you're looking for a home loan, I'm assuming that you're also looking for a home. Is that right?  Great.  Can you tell me more about your plans? (LISTEN)

If we found the perfect home for you tomorrow, would you be able to move that quickly? (LISTEN)

The reason I ask, is that we have a couple of programs that allow you to see the homes that come on the market.  Would you be interested in hearing more?  (YES)

The first, the Marketwatch, is for if you're planning on moving in a little while -- 6-12 months out... it gives you updates every 2 weeks of the homes that come on the market in that period so that you get a good idea of the style and size that you can get for your price in Wherever, or Wherever Else..

Now, if you're planning on moving sooner, we have another program - which gives you updates more frequently, with some more specific criteria, so that you can JUMP immediately.  With today's sellers market homes are moving quickly.


If they DON'T LEAVE a phone number....
send this email...

To: paula@aol.com

Subject: Your Home Loan Report ...

Hi Paula,

I'm putting together your home loan report and I've got a couple of quick questions.

 Can you give me a call at 123-123-1234 or let me know if there's a number where I could call you...

Thanks,

Joe Realtor
LivingInWherever.com

 

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