When you receive your real-time notification via text and email of a
Phone-In Lead, we recommend that you call that lead quickly to set an appointment with them.
The sooner you call, the more likely you are to schedule an appointment!
What did the lead hear when they called the phone server?
The mailer that the potential lead receives is fairly generic. When they call the number and enter their unique mortgage ID number, they learn that the mailer relates to mortgage protection. They are prompted to complete a short questionnaire to receive more information from you! The call takes approximately four minutes.
To hear what your leads hear during that call, dial:
Enter Mortgage ID #223000225
Do you have a recommended script for appointment setting?
Yes, here's a basic script to get you started on calling phone-in leads for mortgage protection: