Fundamental Structure of a Mortgage Sales Conversation

Modified on Fri, 10 Feb, 2023 at 12:52 AM

Fundamental Structure of a Mortgage Conversation

  • Initial Engagement - "Introduction"
    • Elevator Pitch - "Who, What, Why"
      • The elevator pitch will be different for these types of calls:
        • Cold Call Lead
        • Inquired Lead
        • Referral
  • Gather Pertinent Information - "Discovery"
  • Establish a Clear Differentiation from competitors - "Why Use Me"
  • Offer our Deal with Timeline
  • Next Step - Ask for the Close - "Attempt to take Application"
  • Objections 
  • Ask for Close - 2nd Attempt 
  • Retain Future Opportunity


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