"Hi,
Borrower. This is Ben Carmona, Mortgage Planning Consultant. We received your
name from (Agent Partner) after you visited one of her open houses over the
weekend. Do you have a few moments so that I can ask you some questions to
determine if I can help you with your real estate needs? Great!"
"At
what stage of the home buying or selling process are you?"
"When
do you think you want to buy or sell?"
"Have
you selected a Realtor to help you sell and buy?"
"Have
you met with a lender to determine your maximum home buying power?"
"Great.
There are several strategies for both of these situations that can save you
time and money. Would it be appropriate to have a discussion with you
now?"