Sales and new business · Live demo
Pre-approval qualifier line
Answers pre-approval calls and chats, asks the qualifying questions, books the right adviser and writes the summary into the CRM.
Talk to Lucy at Hearthmoor Lending Advisers
Hearthmoor Lending Advisers is made up. Lucy is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Buyers ring about pre-approval when they've found a property or an auction date, and they want to talk now. If every adviser is in a meeting, they ring the next broker or go straight to their bank.
How it works
- Answers pre-approval calls and website chats at any hour
- Asks the qualifying questions: who is buying, income type, deposit, other debts and any auction date
- Explains what pre-approval is and how long it usually takes, without saying how much anyone can borrow
- Books the right adviser, sooner when an auction is close
- Writes a short summary into the CRM so the adviser starts the meeting prepared
What it connects to
- CallerHi, we're going to auctions and need pre-approval. How much could we borrow?
- AgentThat depends on your income, expenses and the lender, so an adviser works it out with you. I can get you started now. Can I take your first name?
- CallerIt's Mere. It's me and my partner, both on salaries, and we've got about 95 thousand between savings and KiwiSaver.
- AgentThanks Mere. Do you have any other debts, like a car loan or credit cards, and when's the first auction you're looking at?
- CallerJust a car loan. The auction's in three weeks.
- AgentGot it. Hannah Reid looks after pre-approvals and can see you both on Tuesday at 6pm by video, which leaves time before the auction. Shall I book that and send the document list?
Illustrative conversation. Names, numbers and details are made up.
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