Your phone screening has been scheduled

Next, you need to prepare for your phone screening by reading and practicing the Appointment Setting Script below. You will be asked to read this script during the call, so please be sure to bookmark this link.

Hi, my name is __________ and my phone number is __________.

I’m calling because I’m trying to find out if your company has the capacity to take on an extra 12-18 pre-qualified VA loan applications per week. These are veterans looking to get pre-qualified for a loan so that a realtor will work with them, so if you would be interested, please give me a call – again, my phone number is __________. Thank you.

Hi, my name is __________, and I’m just trying to find out if you all would be able to take on an extra 12-18 pre-qualified VA loan applications per week.

{During the initial live call, you will most likely be speaking to the gatekeeper. Once the gatekeeper sends you to the decision maker, repeat the same pitch. If the decision maker wants to hear more, proceed with the elevator pitch}

We use algorithms to identify about 80-150 people per month who are actively looking for VA loans, and we’re hoping to find a loan officer to partner with on these referrals. Do you all have the in house capacity to handle that many prequalification applications?

(PAUSE. If they ask about the people seeking loans say…)

These are veterans looking to get pre-qualified for a loan so that a realtor will work with them. Some of these realtors won’t actually work with these veterans unless they’re already paired up with a Loan Officer.
We have systems in place to identify these people in need, and we can send this information to you at a rate of 150 pre-qualified leads per month.

After the pitch is complete and the prospect is interested, please proceed with the following:

“When is a good time to set up a 15-minute call with our representative to discuss how we are able to supply you with these leads?”

Or if you want to be more assertive, give the roofer a few time slots:

“Does a 15-minute call on (insert date and time) work for you to discuss how we are able to supply you with these leads?”

I’m glad you’re interested in learning more, but a lifeless email definitely isn’t the best way to explain where our referrals come from. Can I have my Manager give you a 15-minute call on __________ at __________ to explain our referral system to you?

I know that the pricing varies from account to account because everyone has different needs for their business, but I don’t know enough to explain those details effectively. Can I have my Manager give you a 15-minute call on [DAY] at [TIME] to explain our pricing options to you?

When we create your account, we will train the algorithm to monitor traffic and target people who are within 50 miles of your office address. Most leads will come from within that radius, although this can be expanded upon request.