EASTWOOD -  DSMACS

EASTWOOD - DSMACS

EASTWOOD CANADA WEBFORM Form Preview
JotForm
  • EASTWOOD - DSMACS FORM

  • Intro

  • HI! MY NAME ____________ AND IM CALLING ON BEHALF OF EASTWOOD MOTORS, HOW ARE YOU doing TODAY?

    By the way, THE REASON for this CALL IS BECAUSE YOUR (AREA) HAS BEEN SELECTED FOR A FREE SERVICE.

    WHAT WE DO, IS HELP YOU GET PRE APPROVED FOR A CAR LOAN FOR either A NEW OR USED CAR, TRUCK OR VAN.

    IN ORDER FOR YOU TO QUALIFY YOU JUST HAVE TO BE FROM _________ AREA, YOU ARE FROM_______________RIGHT? AND YOU ARE OVER THE AGE OF 18___________? GREAT!!

    NOW __________, IT IS SIMPLE AND THERE IS NO OBLIGATION, YOU DO NOT HAVE TO BUY ANYTHING.

    WE JUST NEED TO ASK YOU A FEW SERVICE QUESTIONS, AND WE’LL TRY TO OPEN SOME DOORS FOR YOU, IF YOU WALK THROUGH ONE OF MY DOORS, CONGRATULATION! IF NOT, THERE IS NO COMMITMENT OR OBLIGATION, ALRIGHT?

    AGAIN, THIS IS JUST A PRE APPROVAL FOR A CAR LOAN APPLICATION; YOU DO NOT HAVE TO BUY ANYTHING here, NO COMMITMENT OR OBLIGATION on your part, YOU DO UNDERSTAND THAT, RIGHT?

  • Qualification

  • NOW, ____________________, FOR US TO PROCESS AND PRE-APPROVE YOUR APPLICATION, WE JUST NEED TO ASK YOU A FEW SERVICE QUESTIONS OK?

  • *** If less than 2 years get the previous employment details ***

  • Data Gathering

  • *** If client does not want to give out the information ***

    Agent must say: "The reason why we need that is for us to be able to identify the correct client"

    if YES: "So may i have your SIN or your spouses's SIN please? (Get the information and thank the customer)

    if NO: "Ok not a problem, we can try to submit this without it anyway"

  • *** for MARRIED, COMMON-LAW SPOUSE, CONJUGAL RELATIONSHIP ***

  • *** if YES, include the information of the wife/ husband/ common-law spouse/ boyfriend or girlfriend and start with qualifications ***

  • *** If less than 2 years get the previous employment details ***

  • *** If client does not want to give out the information ***

    Agent must say: "The reason why we need that is for us to be able to identify the correct client"

    if YES: "So may i have your SIN or your spouses's SIN please? (Get the information and thank the customer)

    if NO: "Ok not a problem, we can try to submit this without it anyway"

  • Address Documentation

  • Your present address, is it a HOUSE or an APARTMENT? *** May I have your present address please. ***

    If it is a house or an apartment: *** May I have your present address please. ***

  • *** If less than 2 years, get the previous address ***

  • If it is a BOX or Mailing Address: *** May I have your complete mailing address please. ***

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  • Closing

  • Thank you for these information and also thank you for being patient with me, we are now done and our finance specialist will get back to you within 24 hours to let you know the good news and again you're speaking with __________. Oh by the way, I almost forgot!

  • *** These are just questions to assess your application better, OK? ***

  • CO-SIGNER'S INFORMATION

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  • Should be Empty: