Do you work with Lenders?
Yes! We absolutely work with lenders for homebuyer leads.
Our ISAs are trained to engage with home buyer leads and at which stage of the home buying journey a qualified lead starts exploring mortgage options. We leverage our data of hundreds of thousands of calls to understand motivations, timelines and perceived steps a lead will likely take. This empowers our ISAs to handle mortgage leads efficiently and optimize their questions for an optimal outcome.
If the title you mention in the onboarding form indicates we are calling for an LO, our basic script does not change. Rather, our ISAs are trained to steer the conversation in the direction of a loan conversation.
Because many lenders also work with Realtors in a referral situation, if the lead does not indicate they need a loan (cash buyer) we will still err on the side of a Live Transfer for this lead to the lender in case they can advise on a great Realtor in the area to help that lead.
We currently do not make calls for refinance leads. Our ISAs work purchase business only.
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