A01
80
12
No follow up requested.
95
NATALIE
11:56a
90
10
Acknowledged
11:55a
20
(Prospect indicates Network interest)
40
10:27a
(Prospect indicates Single User interest)
10:26a
Yes, place an order!
60
11:48a
No, thank you
MARK
3:36p
50
Wants a fup call in two weeks.
10:51a
14
No, don't call me.
<Enter Response>
Follow up call requested.
11:12a
A05
Own
DUSTIN
11:32a
Rent
30
Interested
41
12:36p
Not Interested
25
11:34a
Yes
11:57a
No
11:36a
Commercial
11:38a
Residential
None
11:39a
42
11:42a
43
Fixed
44
11:44a
Adjustable
11:45a
Second TD
51
11:47a
No Second
52
11:50a
53
11:51a
54
11:53a
11:54a
Interested and answered questions
70
11:58a
Not interested and answered questions
65
11:59a
Yes, connect with loan officer.
12:01p
No, Schedule a call back
12:02p
Yes, Connect Now
12:05p
No, Schedule call back.
Q01
00
Introduction and Greeting
Y
Position Product
(None)
11:10a
ASK FOR THE ORDER!
Offer to Follow-up
Complete the Order
Key1
Schedule a Follow-up Call
Thank Prospect/Customer for their Time.
Q05
Introduction
Userdef01
11:17a
Intro Question
Prompt to Survey
Survey Property Ownership
Qualify Mortgage
11:18a
Survey Refinance or Purchase Date
Userdef02
Survey Interest Rate of Mortgage
Userdef03
Survey Type of Mortgage Rate
Userdef04
Determine Balance
Userdef05
Determine Secondary for Mortgage
Userdef06
12:00p
Survey Date of Secondary Trust
Userdef07
Survey Interest Rate on Secondary
Userdef08
Survey Type of Mortgage on Secondary
Userdef09
Determine Balance of Secondary
Userdef10
Qualify New Loan Interest
May I connect you with a senior loan officer?
1:10p
Can you hold to be transferred to a senior loan officer?
1:12p
END OF SCRIPT-Thanks.
12:30p
S
01
Sample Script:  Qualifying GoldMine Prospects
05
02
Sample Script:  Mortgage
11:00a
T
11
MK
Corporate Backrounder
3:02p
TP
Third Party Products
13
GM
Common GoldMine Questions
7:32p
PR
Recent Quotes
3:01p
T11
corpback.txt
T01
tpa.txt
T13
common.txt
T14
quotes.txt
(Prospect prefers I send informaton)
Determine Competitive Product
11:16a
Yes, I am interested in contact management.
10:24a
I am currently using another contact manager.
I am not currently looking for a contact manager.
16
I don't manage relationships.
35
10:30a
Competitive Analysis
11:15a
45
(Places order)
10:45a
(Not ready to order)
10:46a
Wants Literature to be mailed.
(Shows interest)
10:41a
(Shows low interest)
10:36a
Offer Competitive Upgrade
99
Schedule Information to be Mailed
0
End the Call and Record Information