Call Center Script Form

Call Center: "This is _______ with Show Me My Options, are you calling us today to schedule your homeowner assistance consultation?"

If Seller Says: "No" or "Not Sure" ......Then Call Center says: "Ok, Can we please take down your Name, Email, and Phone No. and call you back at a time more convienient for you?

If Seller Says: "Yes"..........Then Call Center says: "Ok, great! Do you have time to Answer a few questions so our homeowner assistance reps can find out how to help you better?

Full Name

First NameLast Name

E-mail

Phone Number

Area CodePhone Number

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Good Time to Call Back (Only if they said "No" & can't talk now)

1. Are you behind on any of your mortgage payments? If Yes then include how many months in "other"

NoOther

2. Is the mortgage you are having problems with your primary residence?

YesNo

3. Do you believe that the amount you owe on your mortgage(s) is greater than the current value of your home?

YesNo

4. Have you received a foreclosure notice from your lender?

YesNo

5. Are you currently in bankruptcy?

YesNo

6. Have you attempted to refinance or modify your loan and been denied or could not complete the revised payments?

YesNo

7. Would you like to keep your home?

YesNo

Call Center: Thank you for that. Now we are going to setup a call time for your consultation, Ruth Ann and Jodie are able to take calls between 1 and 7pm. What Day & time between 1 and 7 works best for you?

Appointment Time Info or any other help notes from caller:

Call Center: "And is (number already provided) the best number to reach you?"

YesOther

Call Center: "Alright and there are a few documents you will need to gather in order for us to best understand the options available to you, would you like to receive this by email?"

IF NO TO EMAIL: Call Center: "Okay, well can you take down information while we are on the phone? (list all household expenses, current monthly pay before taxes for all borrowers, and try and locate your most recent mortgage statement)"

If yes to email then select here:

Yes, Send to my email address above

Call Center: "Okay (homeowner 1st name), that is all we need for now. Please look out for an email from your representative later today welcoming you to our program and setting up a final time to speak. If you have any other questions your representative will be able to help you. Thanks and have a blessed (day/night)"

Show Me My Options Call Script