Warm Calling Script

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Warm calling script 

Opening Spiel: 

Hi, may I speak with ___________? 

Hi (Name), this is (your name) calling from Best home buyers and one of my co-workers called  you regarding your
property located at ___________(address). I would just want to clarify some  information about it. Do you have
time for that? 

Alright, yeah I would like to ask what type of property is this? (assist the caller if it’s a single,  duplex, etc) 

Is this property vacant or occupied? 

Can you tell me more about the property condition like, how many bedrooms and baths does it  have? How about
the garage? (was it detached or attached?) 

Is the HVAC properly working? 

How about the roof? Was it brand-new? (if not, How old is it already?) 

Is there any minor repair that needs to be done on this property? 

Alright, the last question would be how much is your asking price for the property? (ask: how did
you come up with this pricing?) 

Okay, I already got the necessary information I need and will forward this to my partner. You  will be expecting a
call within 24 hours. Is this phone number 1234567890 still your best  callback number? Perfect. Alright. Thank
you for taking my call today (name) have a wonderful  day ahead. Bye now.
Rebuttals: 

Not available to take this call 

I see. That’s fine. May I know what time is your availability? Okay, I got it. I will call you back on  (time/date) to
continue this call, okay? Alright, thank you for taking my call. Have a great one.  Bye! 

Why do you ask so many questions? 

I know that your time is important, however, I need to ask those questions so that I can forward  this to my
partner and also to know the condition of your property.  

Where did you get my number? 

I know this call was out of the blue. We got your number through public records; this number  was associated
with this address. Am I speaking to the owner? 

You have not seen my home yet 

That is right! We have not been inside your home yet. But we do know the area well since we  are local. If we can
spend about 3-5 minutes with you, we can probably get enough information   to make you an offer within the next
48 hours. 

Transfer me directly to the investor 

I would love to transfer you to my partner right away, but before that, I need to ask you a  couple of questions if it
is a good match for what my partner is looking for. We will call you back  right away or within your preferred time. 

How did you know that my home is for sale? 

I understand you are interested in hearing an offer right away for your property. I would need  to ask you for
some details first and then after that, if it’s a good match to what we are looking  for, we will call you right away
so that we can make a spot deal with you. 

I know you are excited to hear an offer. Before we can present an offer, I need to ask you for  some information in
order for us to come up with an offer and we will get back to you within 48  hours or whatever time is best for
you! 

I am in a hurry/I don't have a lot of time to talk 

I am sorry about that, I will just make this call very quickly, do you have about 2-3 minutes for a  quick chat?
A realtor told me I could give higher 

Remember, realtors will oftentimes tell you what you’re looking to hear to simply secure a  listing. If you look
closely at our offer as compared to holding onto your property we aren’t that  far off. With other fees, taxes, hefty
commissions, and time to sell we are very competitive.
Why do you want to know the reason

I know your time is important, same as with the house. That's why we want to know you more so that we can
come up with the best way to help and not  just list it without knowing how you feel about it.

I understand that this question is something personal, however I am just wondering if you might think of investing
elsewhere? Or you wanted to move to different places? Am I right?

Receptionist Script 

Hello, thank you for calling Atlanta Private Lending, this is (your name), how may I  help you? 

Sure, however, I am just from the reception, and I do have limited knowledge about this but don’t worry I
can set you an appointment with one of our loan  specialists so that you will be properly assisted. Would
that be, okay? 

Alright, May I have your first and last name, please?  

And is this phone number 1234567890 also your best callback number? How about your email
address, please? 
Do you know the property address that you want to want to apply for? Are you available
tomorrow? What time do you prefer to be called? 
Alright, I already set you an appointment with one of our loan specialists and you  will be expecting a call on (date
and time). Thank you for calling Atlanta Private Lending. Have a great one.

Verifier Loan script 

Hello, I am looking for (name of the customer)? 

Hi (name), this is (your name) a loan verifier from Atlanta Private Lending. I would  just want to verify that you are
interested in availing of our services, right? 

This is for the property address of (state the address street)? Can you tell me  more about the property
details, please? 

What property type is this?  

How about bedrooms? How many bedrooms does this property have? And the bathrooms? 
Does this property have a garage? Was it detached or attached? Is the property in
contract? 
Okay, now can you tell me how much is the estimated repair cost for this  property? 

How about the ARV estimate? 

And how much is your requested loan amount? 

How about the requested closing date? 

Alright, what will be the project funding type for this? (Fix and Flip or Rental  Rehab)? 

Last but not the least, is the property occupied? 

Okay, I’m done verifying those information here on my end (NAme). Now, I’ll go ahead and set you an
appointment with one of our loan specialist. Are you Available tomorrow??? In the morning or evening? Alright.
Thank you. So, I’m done set you up an appointment with Tash and you will be expecting a call from her
tomorrow by ______.

Thank you so much for taking my call (name). Have a great day. Bye.

Rebuttals 

How does your company work? What will be the process for this?? 
We are Atlanta Private Lending and we offer funding services that the property is  within Atlanta, Gorgia. We just
need some basic info like the Loan  Amount, Rehab costs, and ARV. Once we have the basics, we’ll reach out to
you  with a custom-built loan and quote. If you like it then we will proceed with underwriting, we’ll request the
relevant docs we need to verify the details.  If everything looks good, we’ll be all set. Once everything is
okay and verified, we can send the funds to the title company or attorney handling  the closing. You’ll
sign the necessary docs and… There you go! You can  now own the property! We can close the property
in 10days.

What is a Proof of Funds letter?

A Proof of Funds letter is a document that shows a person or company has the money available for a
specific transaction. When homeowners list a property for sale, they often receive countless offers from
different buyers and investors. A proof of funds letter with your offer shows the seller that you have the
funds available for the purchase of their property if certain conditions are met.

What’s the Benefit of using a POF Letter?

When you use a proof of funds letter, this shows the seller that you are better prepared for the purchase
of the property than offers made without one. As a result, this makes you stand out, giving the seller
more confidence to put their property under contract. In fact, some sellers ignore offers without a POF
letter attached.

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