Mortgage articles
Guides for loan officers and mortgage brokers from NextSay Mortgage: the calls, the objections and the follow-up, written for the work you actually do.
A Borrower Has a Cheaper Competing Loan Estimate: How to Compare the Offers Line by Line
A borrower says the other lender is cheaper: what to ask them to send, what to say over both Loan Estimates, and how to close without promising to beat it.
Mortgage Rate Shopper Script: Answer “What’s Your Rate?” With the APR
A mortgage rate shopper script agrees to give a number, asks five pricing questions, states the APR for their scenario, never a rate, and asks to apply.
Mortgage Objection Handling After the First Call: Exact Lines for the Four That Stall a Loan
Mortgage objection handling after the first call: exact lines for wait for rates, my bank, your fees and I need to think, each tied to the Loan Estimate.
Refinance Call Script for Past Clients: The Call to Make When Rates Drop
A refinance call script for past clients: check Do Not Call, open on their loan, ask their goal and time in the home, show the break-even, book the review.
Mortgage Pre-Approval Script for First-Time Buyers: Questions and Call Flow
A mortgage pre-approval script for a first-time buyer: ask about income, assets, debts and credit, check the six application items, and promise no rate.
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