PHONE IN MORTGAGE PROTECTION SCRIPT THAT WORKS
June 21, 2025
In this example the customer's name is BOB.
RING RING
AGENT: BOB? ! IT'S (Your Name)... I am not a telemarketer, I'm just giving you a call about the letter you got with your mortgage info listed on it that's over on (Street Name) in (City.) The letter sent to you where you were asked to call an automated line, use a mortgage ID and answer some questions. Do you remember doing that? Great,
I'm a field underwriter that can go over the mortgage protection information with you and to help see if you can qualify.
IN PERSON>> They have me out in your area either (tomorrow) or the (next day) and it only takes 10 to 20 minutes to get together with you. Does (tomorrow) work at ____ time?
VIRTUALLY>> Married....It says you have a spouse? Are they there with you now?
Great, I am setting up times to do a quick 10 minute Zoom appointment to give you the information. Do you have time right now, or would later today work?
VIRTUALLY>>Not Married...Great, I am setting up times to do quick 10 minute Zoom appointments to give you the information. Do you have time right now, or would later today work?
Tie down the appointment.
LIVE ANSWER SCRIPT:
With a LIVE ANSWER the customer will have the option to click a button at the end of our call to be connected directly with you.
RING RING
Hi, (BOB), my name is _____ and I am an agent that can take care of you today. So a couple quick questions, did you recently refinance or purchase your house?
Great, is there anyone else on the mortgage with you?
Ok, are you, (or both of you), available now for a Zoom, or would later today work for you?
Tie down the time, and continue your appointment.
Another Script We Like
I’m giving you a quick call regarding your (Lender Name) mortgage over there on (Street Name) in (City).
Looks like we sent you a letter awhile back asking you to jump on an automated call using your mortgage ID number and to answer a few questions. I’m assuming you remember that?
The purpose of the call is our records indicate when you closed on your home loan you did not receive information on the mortgage protection insurance benefit plans. These are plans can include paying off your mortgage in the event of death, making mortgage payments for you if you become disabled and (name) can even provide a refund of premium if insurance is never used. So, essentially protecting your income and assets.
My job is very simple (name) I’m the field underwriter that has been assigned to go over this mortgage protection information with you. They have me dispatched in your area this week and I need about 10 to 15 minutes to get together with you to go over this information.
What time are you/spouse typically home and available to meet?
Get a LIVE ANSWER?
We recommend either calling them back or helping them log into Zoom and joining you right then so as to not use the phone time of the LIVE ANSWER for very long.