Sales Script

Danish when he gets back he run this
Customer Script:

Sir/Madam, This is ____ on behalf of Quicken, you just spoke to one of our agentsregarding checking out some options for refinancing. Do you recall the conversation? (If Yes)

I have a Quicken Banker online waiting to speakto you; the specialist has all the refinancing options for you. But before I transfer this call, do you have a min to speak with them? Have youspoken to a Quicken Banker in the last 30 to 60 days? (If No) SUBMIT APPLICATION AS A SALE!
Wonderful, I have banker who has all theinformation you provided earlier so let me get you right over to them. Please hold on 1 minute…

(If yes thank them and hang up)


Banker Script:Transfer No: 480-359-1404

Hello (LO Name). This is (Transfer Rep) from SureTouchLeads. I have a lead to transfer. The phone number is:_______. Do you have the lead sheet in-front of you? OK, SO I AM GOING TO TRANSFER THE CLIENT IN NOW.
(If Yes then proceed, if NO then provide thephone number to the LO to search the recording in LOLA software under warm transfer tab)

Conference script

(Customer name) are you stillthere? ….  Thanks for holding, I’ve got (Banker Name) on the line he/she is one of our best banker.
(Banker name), (Customer name) isinterested in looking at his options for refinancing, you can take over the call now, both of you have a great day. (Wait for the conversation to begin)