What questions to ask a new WFM Call in?

  1. Answer……..Good Morning/ Good Afternoon… Worry Free Mortgage……

Normally, a client will say if they are looking for information on pre-approval, refinance, purchasing a home, coming up for renewal etc. Your job is to gather enough information for a Mortgage Broker to call them back.

  1. Say “I would like to gather a bit more information so I can get the right Mortgage Agent to contact you back”.
  1. Questions to ask:
    How did they hear about us?
    Are you looking to get Pre-Approved, Purchase a New Home, Mortgage is coming up for Renewal or would like Rate Quotes, or they would like to Refinance their Mortgage? 
    **USE THE SPECIFIC QUESTIONS ON THE RIGHT SIDE FOR EACH OPTION**
  1. What is the correct spelling of your FIRST and LAST name?
  1. What is the best CONTACT NUMBER and EMAIL for yourself?
  1. **READ BACK THE SPELLING OF THEIR NAME, EMAIL AND CONTACT NUMBER BACK TO THEM TO MAKE SURE IT IS CORRECT**
  1. Tell them you will pass this onto a Mortgage Broker and one will contact them shortly.
  1. Add them as a Person to Shift (Pipedrive) and Email Mel the New WFM Call In Template.

CLICK THIS LINK FOR: How to enter Call in into Pipedrive? 

If Pre-Approval:

  1. Price Range?
  2. Time frame?
  3. Resale or a New Build Purchase?
  4. Desired Down Payment Amount?
  5. Source of Down Payment?
  6. Any Co-Applicants? Wife, Brother? Etc.?

If Purchase and they have placed an offer on a Home:

  1. Purchase Price?
  2. Closing Date?
  3. Desired Down Payment Amount?
  4. Source of Down Payment?
  5. What is the Financing Condition Date?
  6. Any Co-Applicants? Wife, Brother? Etc.?
 

If Renewal or Rate Quotes:

  1. Current Lender Name?
  2. Maturity Date?
  3. Approximate Current Mortgage Balance?
  4. Did they put less than 20% down when they originally purchased?a) 20% +, approx. value of Home?
    b) Less than 20%, no other questions for this.

If Refinance or Equity Take Out:

  1. Current Lender Name?
  2. Current Maturity Date?
  3. Approximate Current Mortgage Balance?
  4. What is the approx. current value of the Home?
  5. Amount they want to add onto the Mortgage?