What do your ISAs ask on calls - is there a script?

What do your ISAs ask on calls - is there a script?


We do use a script to help our ISAs steer the conversation in the right direction and achieve the outcome that aligns with the best interest of you the client.

Our ISAs try to understand the lead’s current purchase situation and give them the opportunity to explain their home buying expectations at his or her own pace. 

Here are some of the questions we ask when speaking to a lead: budget, timeline, desired location, must-have / nice-to-have features, motivation for buying, ballpark estimate of purchase profile, home style preferences.

When we speak to a lead, we are not looking to check off boxes and move to the next lead. We're there to have a human conversation, and get a sense of their purchase situation. As such, we don't necessarily ask all of the above questions in every conversation. 

We are also careful adhere to all compliance and regulations when speaking to your leads. We will never quote any rates, speak specifically about details of the housing market in the area, or any other details that are personal in nature to the lead. Our goal is to qualify the lead and send it to a licensed professional to service that customer.

Check out this article to learn more about all the possible outcomes of a call.

Check out this article to learn more about changing out script. 

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