What questions to ask a new WFM Call in?
- 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.
- Say “I would like to gather a bit more information so I can get the right Mortgage Agent to contact you back”.
- 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**
- What is the correct spelling of your FIRST and LAST name?
- What is the best CONTACT NUMBER and EMAIL for yourself?
- **READ BACK THE SPELLING OF THEIR NAME, EMAIL AND CONTACT NUMBER BACK TO THEM TO MAKE SURE IT IS CORRECT**
- Tell them you will pass this onto a Mortgage Broker and one will contact them shortly.
- 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:
- Price Range?
- Time frame?
- Resale or a New Build Purchase?
- Desired Down Payment Amount?
- Source of Down Payment?
- Any Co-Applicants? Wife, Brother? Etc.?
If Purchase and they have placed an offer on a Home:
- Purchase Price?
- Closing Date?
- Desired Down Payment Amount?
- Source of Down Payment?
- What is the Financing Condition Date?
- Any Co-Applicants? Wife, Brother? Etc.?
If Renewal or Rate Quotes:
- Current Lender Name?
- Maturity Date?
- Approximate Current Mortgage Balance?
- 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:
- Current Lender Name?
- Current Maturity Date?
- Approximate Current Mortgage Balance?
- What is the approx. current value of the Home?
- Amount they want to add onto the Mortgage?