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
- The elevator pitch will be different for these types of calls:
- Elevator Pitch - "Who, What, Why"
- 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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