Mortgage Lending · Business Development & Marketing
Prospecting scripts
A set of written talking points loan officers use when calling or messaging potential borrowers and referral partners.
What it usually contains
- Opening lines for cold calls and voicemails
- Questions to qualify a borrower's needs and timing
- Responses to common objections about rates and fees
- Referral partner approach scripts for agents, builders and CPAs
- Closing lines and next-step appointment requests
What the assistant uses it for
Use it to answer how a loan officer should open a prospecting conversation, what to ask to qualify a lead, and how to handle pushback on rates, costs, or timing.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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