Hello (LEAD NAME), my name is (AGENT NAME) and I am calling on behalf of (CLIENT NAME) from (COMPANY NAME). It is in regards to your mortgage refinancing information you requested online. I just need to ask you a few questions and then I can book you in to speak with our team.
- Are you working?
- What is your address you are interested in getting refinanced to?
- When did you purchase your home?
- What was the original purchase price?
- What are your monthly payments?
- What are your property taxes?
- How is your credit and do you know your credit score?
- Is there anything else that you think would be beneficial for us to know?
TEXT:
Hi (LEAD NAME), my name is (AGENT NAME) and I work with (CLIENT NAME) from (COMPANY NAME). We tried to reach you in regards to your request for mortgage refinancing information online. When would be the best time for us to give you a call? This way we can go through whatever questions you may have. Thank you and have a great day.