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Simple Aged Leads Scripts

Phone Script

Initial Call

Is {{first_name}} there?

Silence...

Hey {{first_name}}, this is {{your_name}} with {{Hometown Lender | Hometown Insurance}}. A couple of months ago you requested a rate quote online.

We never connected, but I wanted to see if you got that refi | insurance policy done?

Silence...

Objections:

Who are you?

I'm {{your_name}} with {{Hometown Lender | Hometown Insurance}} following up on your online request for a rate quote.

I didn't request a quote.

Yeah, it was back in {{month}}.

I just wanted to check back in and see if you got everything you needed.

I'm not interested

Okay, no problem. Have a great day.

(This is very important. We are in the business of sorting, not boiler room closings. Efficiency is key!)

Email Script

Subject Line: Just checking in...

Hi {{first_name}},

This is {{your_name}} with {{Hometown Lender | Hometown Insurance}} following up on your online request for a rate quote you made in {{month}}.

Did you get your {{refi | insurance policy}} squared away?

{{signature}}

Subject Line: Re: Just checking in...

Hi {{first_name}},

Do you have any questions about {{refinancing | insurance}}?

I'm always happy to answer questions. Just hit reply and ask away.

{{signature}}

Subject Line: Save this email - I'm always available to you

{{first_name}},

Save this email. Put me in your contacts as your "{{mortgage | insurance}} {{guy | gal}}."

Anytime you have a question give me a call or shoot me an text message or email.

Here are all my details —>

{{signature}}

Text Message Script

Hi {{first_name}}! This is {{your_name}} from {{Hometown Lender | Hometown Insurance}}.

...

Just following up on your online rate request from {{month}}. Did you get your {{refi | policy}}?