Purchase and Refi Estimator
Purchase and Refi Estimator
Purchase and Refi Estimator
http://localhost/bundle/index.php?system_campaign_id=1
5,001,234
This is <Agent name>. I'm calling to share with you that our company is campaigning to help through many
charity programs such as St Jude Children's hospital, Disabled American Veterans and few other charity
organizations. We are not calling to ask for any money or donation. but, by letting us help you lower your
interest rate and save you thousands on your mortgage and without you putting any money you are helping
those charity organizations and contributing to a very good cause.
well, the standard FHA and VA, but besides those programs we have the Harp loan program which is made
to help people that are under water and we offer that one as well
****************PAUSE FOR ANSWER************
Continue
320,000
NO
NO
NO
how about Short sale did you have any in the last 4 years?
NO
NO
750
INTEREST ONLY
3 Years
The property that we are quoting you on it is (verify given client address on the vicci)()?
CONTINUE
NO
Vacation home
Find on Realist Tax or on HV4 the loan date and original Mortgage Balance
Original loan amount 450,000 Date loan aquired 02/02/2010 1830
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400,000
2/6/2015 9:23 AM
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SFR
Have you ever been in the Army, or is there any chance that you could be VA eligible?
NO
PRIVATE
1,500
NO
95
Current Monthly payment on the mortgage without tax and insurance is: 2250
The total amount will be paid at the end of loan terms when loan is paid off:
0
What would be your main goal that you want to accomplish to pay off the property sooner or to lower
your payment?
TRANSFER CALL
- Don't share the saving options with the client until the client stops giving more information.
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2/6/2015 9:23 AM
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- Saving options will show after you click the button click next to go for the next question.
Job Title Company name Years doing it? Months doing it? Located in the City of: Gross Monthly income
Years to date income
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2/6/2015 9:23 AM