Tell me, are you considering selling your home now or in the near future? Advocates of your brand and content (look for top sharers on social media), Users of your software on a daily basis (talk to product teams), Customers who have generated great results (talk to customer success teams), Customers who have been with you for six months to a year (or more). There are many different styles of sales scripts, ranging from simple bullet points to exact lines of dialogue. There is always big money at stake in real estate, but no one has any time. [PERSONALIZE BASED ON RESPONSE]The reason I emailed is that I noticed youre in charge of the sales processes and operations at [COMPANY]. Our customers are typically looking to migrate services to the cloud and move off legacy hardware. I thought the best place to start is to schedule a. Luckily, there are various techniques you can use to help exude confidence and increase positive results. Why/why not? Most importantly, theyll help you get you more real estate clients. Start off by saying Hi, [NAME], in a warm and welcoming tone, then proceed directly to Step 2. Cold calling is used to make direct connections with prospects and potential buyers over the phone, making them aware or interested in the solution youre selling. Equip your customer service agents with the call scripts that they need to offer consistent support. Hi, [first name], I hope youve been enjoying your new home since we closed on your mortgage. They dont have half an hour to chew the fat. Loan officer scripts allow your officers to plan conversations that consistently transform leads into clients. Use this script to follow-up after the fact: Hi [NAME], I left a voice message last week regarding X and thought Id see if now was a good time to reach out.To remind you, we [STATE YOUR VALUE PROPOSITION]. In the meantime, feel free to reach out if you have any questions or concerns. Merchant Cash Advance (MCA) Guide for 2022 | Nav Hi, [first name], I hope youve been enjoying your new home since we finished closing your mortgage. You should prepare responses to common objections in advanceand dont take offense if the prospect seems skeptical. You wont catch every prospect at a convenient time. Does that sound like your company?, Great, do you mind sharing what you currently use at your company?, Do you anticipate making a change to your current software options in the next 23 months?, Finally, is there anyone else at [prospect company] you think it would be helpful for me to speak with?. This is Bob Bentz with ATS Mobile.The reason for my call is I have an idea on how to possibly help you improve the troublesome process of recruiting employees, especially nurses. Do you have a quick minute?, You: Im sure you are a busy person, and I want to respect your time, so Ill be brief. As this example illustrates, a loan officer script provides guidelines for what to say in order to build rapport with the prospect and learn more about their needs. A loan officer script is a written plan for what to say during common loan discussion scenarios. This isnt a full discovery call. Here are common mock call scenarios that you can play out with your reps, as well as the main objective of each situation: You can use the outbound telemarketing examples in the previous section and apply them to the appropriate situation in your sales mock up call. 25 Cold Calling Scripts for Every Industry [Tech, Finance, More] In fact, the average successful cold call is only 7 minutes long according to Chorus. Which one would you want to hear most about? Id love to show you more with a 15-minute [demo or presentation]. Scripts included are: Appointment Setting Script. The better the question, the more your lead or prospect will talk. I was just wondering if you have had any success?, (Wait for response, ask follow-up questions), The reason Im calling you today is just to see where youre at with the sale. I truly believe I can help you find your ideal home as quickly as possible. Whats the best way for me to be connected with them?. [Happy with current provider] Im not looking to change your mind about a purchase decision. It can keep conversations focused, action-oriented, productive, and time-efficient, discouraging unguided rambling which is prone to happen when officers dont know what to say. to help businesses like your own [benefit of taking advantage of special offer]. If its a no, then you can make arrangements to follow up in the future and move on. Pro tip: An automated scheduling software like Calendly is a great way to streamline your meeting scheduling process after a prospect agrees to a meeting. Objection Handling Plus, the free call script templates can easily be customized for your sales team based on your industry, prior engagement with the lead, and outbound calling objectives. Identify yourself. To improve your success rate and help you land more sales over the phone, heres a closer look at the anatomy of a great cold calling scriptalong with some proven examples. I can email you some additional information for reference, so if you have a need for our services later, youll have it and my contact information. Ill follow up with you in about a month or so and see if anything changes. Why dont we do this? Everyone has their sticking points. She gained expertise in writing and editing news, health, technology, and business articles. This signals youre not a priority for them, which means youve got to show them youre worth their time. Telemarketing | Bankers Online This sample sales script demonstrates this perfectly: Hi [NAME], this is James from Exploration Homes. I see youve risen through the ranks from SDR to account manager at [CURRENT COMPANY], how did you get noticed by senior management? If theyre creating their own content, theyre likely sharing it here: Now you have this insight, you can open the call with flattery by focusing on the topics that matter most to them. Stay on the line when it matters most with Pipedrives updated Caller feature. Make a connection and tailor your delivery. As we mentioned above, referring to professional connections or a shared alma mater is a smart move (via G2): I also had a friend who worked at [past company]. Your sales manager has given your team a big pep talk encouraging you to dial, dial, dial. Thank you for your help. Your telemarketing script should have enough room for questions to understand the pain points of customers and establish a relevant need for your products and services. This outbound customer service call script does just that as a method for getting your foot in the door with the contact. Does that sound like you?, Sounds like our product can help you and your organization achieve the cost savings and agility you need. The effectiveness of their presentation will then hinge on their experience. Of course, feel free to contact me if you have any questions or your readiness changes. The reason for my call is this. Which tools and solutions are you using to help you with X? In most cases, theres a huge amount of insight available on your prospects through social media. There are several ways for CRE loan brokers to build a cold calling list. Have you considered getting a loan? We have launched [new product/service] that has resulted in [savings/efficiencies/growth] in our pilot customer group. Opening Lines. But if he shifts to selling the meeting, he can get around this objection because there can still be a reason to meet even if I am not needing today the product that he is selling. The prospect really has no way of knowing if what you have to offer would be of interest or not. Typically, we [send a proposal, quote/underwrite your business, or schedule a free consultation to further evaluate] to give you a comprehensive understanding of our offering along with pricing information. What does your current X process look like? I wanted to see if it would make sense for us to have a quick conversation to find out more about it.I can be reached at [YOUR PHONE NUMBER].Again, my name is Bob Bentz with ATS Mobile at [YOUR PHONE NUMBER].Thanks, [NAME]. (Repeat the gatekeepers name and thank them).Id like to speak with [NAME OF PROSPECT]/person in charge of X. Whats the best way to make that happen? Call-to-Invite Script. Were offering some great benefits on housing loans. Excellent. I expect we could get similar results for your company., Im hoping we can talk for a couple of minutes to decide if youll benefit from a longer meeting or call in the future., Hello [prospect]. The cold call example is not great but there are a couple of things that he does that we can look at as somewhat good. The following are several telephone scripts* to use for sales-related duties such as x-dating, lead-generation, and qualification. Cold Call Example for Lending Services | Sales Script Generator and Thanks for inquiring about the property at [address]. A little preparation can help you turn a call into a sale. Here are some industry-specific examples of cold calling done right that will help you land more clients. We havent had a chance to talk directly yet, but I saw that your company is one of the top providers of [specific product/service your prospect offers], and I wanted to quickly share ways weve helped other businesses similar to yours. In this article, we give you seven simple, effective tips to help you plan and execute sales calls. Before jumping into how to cold call, lets review the definition of this particular type of sales call. Banking Cold Calling Best Practices While the tips provided above can help you with cold calling, being familiar with some cold calling best practices can also be beneficial. Save the small talk for your follow-up calls after youve already built the relationship. The Best Cold Call Script Ever [Template] - HubSpot Whats the best way to turn a cold call into a warm one? Are you familiar with [competitor company you worked with]? They are also able to cut [business process] time in half., I thought the best place to start is to schedule a sales meeting to learn about your challenges and goals. When you visit any LinkedIn profile or company website, our Chrome extension connects to a huge database of verified data to reveal key insights. Have the Best Telemarketing Scripts | Sales Script Generator and Call Qualifying Questions Timing is a massive factor for any sales channel, not just cold calling. I understand you are busy, so if I dont hear from you, I will follow up later next week. [Fear of change] While making a large [systematic or operational] change may seem scary at times, sometimes it is necessary to [put yourself in a better overall position or remain competitive in your market]. Well, we specialize in helping [company type] with [challenge]., Id love to schedule 10-15 minutes next week to learn more about your business and how we might be able to save you some time and money. Excellent, thats great to hear! Do you have a moment to talk?. You can incorporate this tactic in your outbound call opening script and use it in sales mock-up calls for new reps. Using a loan officer script can help you say the right thingconsistently in order to turn leads into clients. Whos this?, You: This is [your name] from [your company]. Excellent. SaaS products are usually appealing due to their self-serve nature: taking action is often frictionless. Hi, [first name], Ive gone through your loan options and done a total cost analysis of your potential costs and savings. This task can take some time, so make sure you start at the beginning of the day when youre planning your contact activities to keep information fresh and top-of-mind. This isnt the only way you can apply cold email principles to cold calls. You: Hello [prospect]. This script will help you stand out from the crowd (via Sales Outsourcing Service, now Serp.co): Hi, this is [your name] from [your company]., I know that we havent had a chance to meet, but I saw that your company recently was recognized as one of the fastest-growing companies in the area., I havent caught you at a bad time, have I? That said, theres much more to this type of outreach than simply picking up the phone and calling a prospect. Now you can choose to make a call from your Pipedrive desktop program or your smartphone quickly and easily. Our [product/service attribute] solution gives you the benefits of [benefit of using product/service]. Most of them even say the transition was easier than anticipated. If your prospect is willing to talk, the next step is to build rapport. Would you be interested in that?. Merchant Cash Advance Sales Script | PDF | Loans | Underwriting Facebook Use our sample script to help your business. Our sample scripts for the Financial Industry are ready-to-use templates with sample call flow for different situations - from your first encounter with the Gatekeeper until your call is transferred to the right person within their organization. Are you a first-time home buyer? Thanks to modern sales tools, you can leverage automation and social media to find high-quality prospects faster than ever. Youre not always going to get through to your prospect right away. In the above example, the script might call for different responses depending on how the prospect answers. From here, move into your value proposition, address any objections and secure the appointment. 2. Are you free early next week so I can highlight the [features or services] to see if its a good fit? Most people will be keen to put the phone down, so they will quickly offer up a name and even contact details if you ask nicely! Would [time/date] work for you?. If I can get the best email address for you, I can send you all of the details of the special offer as well as the link to [sign up, redeem, or schedule special offer] to get the ball rolling. Having a script gives your loan officers a chance to prepare what theyre going to say. Follow a proven script until you feel more comfortable and it begins to flow. Michael Halper, Founder and CEO of SalesScripter and author of The Cold Calling Equation PROBLEM SOLVED", is an expert on how to penetrate new accounts, get meetings with executives, and generate leads. Ive been living in the [LOCATION] area for over 20 years and love my town. Im calling you today because I know youre a [prospect job title] at a [business type], and I wondered if you have recently faced [challenge related to your solution]?, If the prospect gives one-word answers and needs additional prompting to share details, follow up with more open-ended questions. Try experimenting with different approaches to see what gets the best response rate. Well also look at some best practices for deploying loan officer scripting for maximum effectiveness. Thats why its important to ask qualifying questions as part of your discovery call. Ive made it my mission to help 100 people move into their dream home by [DATE]. You can just drop special offers into your usual script, but heres a better option (via IntelSales): Hi [prospect name], this is [your name] from [your company]., At [your company], we work with people like you to help with [value propositions x, y, z]., Currently, were offering [insert promotional offer]. Find Startup Costs Research Your Market You may have gone as far as to present a full sales pitch or product demo where the lead expressed they were very interested. Are you looking forward to buying your own home?, Hi, is this [prospect]? Can I ask you a few questions first? This allows you to iterate your scripts for better and better results. This cold calling script should help you schedule more demos (via RiseFuel): Hi, [prospect]. LinkedIn is a salespersons best friend for a reason. We found that sales calls lasting over five minutes most often occur 3:00 to 5:00 PM on Tuesdays and Thursdays. Telemarketing script number 2. Lets say a prospect was genuinely busy and asked you to call back. Is finding a property in that location your highest priority or are you more concerned about finding a property at that price? This is a recording of a cold call example for lending services. Are you usually the person who answers the phone? Telemarketing Script | Telemarketing | CallFire In this article, were focusing on cold calling through telemarketing, but cold calls can also refer to in-person contact visits. Outbound calling isnt just for cold outreachmany times its to follow up on previous conversations. But the timing of your cold calls is certainly a huge factor in their success. Sales Call Scripts - Master The Cold Call [FREE TEMPLATE] - Yesware Now all you need is a cold call script. Instead of positioning yourself as a salesperson, become a champion for your community by putting it first. Download these customizable cold calling scripts to convert more conversations into qualified leads, Benefit from a visual and fully-customizable sales CRM for teams of all sizes, Create and send best-in-class marketing emails with Pipedrive, Connect Pipedrive to 250+ services and tools with an easy one-click installation, Compare Pipedrives offering with similar products and see which CRM is right for you, Learn how Pipedrive helped these companies grow their business and become success stories, Discover how Pipedrive helps different industries systematically increase their revenue, Learn how Pipedrive helps different roles across the organization improve their performance, Browse through our blog for expert advice from sales pros, step-by-step guides and how-to articles, Use the Pipedrive community to help others and get advice from fellow Pipedrivers, Level up your CRM and sales skills with our Pipedrive academy, featuring courses, tutorials and more, Get help setting up and customizing your account using our comprehensive help center, Join Pipedrive's channel program designed to power you with resources and tools for success, Easily build integrations with our API and reach over 90k companies in the Pipedrive Marketplace, Part 1: B2B cold calling scripts to generate high-value appointments, Part 2: SaaS cold calling scripts for new user acquisition, Part 3: Real estate industry cold calling scripts, Part 4: Seven effective cold calling tips, Tick for more of our best how-to guides, templates and ebooks via email. With the help of leading sales experts who have years of sales call experience, weve prepared 25 cold calling templates (with tips) to implement into your cold calling processes right now. What results do you hope to achieve in the next 6 months? Even if the person who answers a call has no interest in your offer, they might know someone who would be more receptive (via Salesmate): You: This is [your name] from [your company]. Scripts vary depending on the industry, as well. 15 One-liners to Improve Your Mortgage Sales Scripts Then there are trigger events. These are events that happen within a target organization or a prospects career that provides the best opportunity to call. Here, you can see your monthly payments are $2,100 a month, but your total cash out-of-pocket goes down to $102,240. The reason I'm calling is to get some time on your calendar. Diving right in demonstrates that you're a professional. Learn how Jungo apps and implementation services for Salesforce help you increase leads and forge lasting, lucrative relationships with clients. Typically the most common cold-calling objective, appointment-setting sales call scripts are used to schedule a product demo or sales presentation. The Mortgage brokers telemarketing scripts & the Loan brokers telemarketing scripts are listed at the bottem of this webpage. Its far easier to build rapport by knowing what your prospect is up to and which segments they fall into. In fact, Im free [two times/dates]. Listen back to your calls and watch out for where you can do better. Helping sales professionals, sales managers, and business owners to improve sales performance by identifying how to best communicate with prospects. Excellent. Download Now: 10 Free Sales Call Script Templates Dan Tyre Published: November 16, 2022 You have your list of names and phone numbers. Should You Develop a Sales Script for Your Business For example, when someone opens your emails a certain amount of times, or when a company has visited your website on numerous occasions. Start with a simple request (such as their email address). From here, you can ask your leading questions or go through your usual qualifying process to assess if theres a good fit. The question is: what does a great cold calling script look like in the real world? In this situation, the objective is to be forwarded to the decision-maker or at least obtain their contact information. [Prefers familiar brand] We do get clients who have used those firms in the past and found issues with [potential issues]. 1 (866) 788-4908 How the Right Mortgage Sales Scripts and Technology Help Lenders Close More May 25, 2021 By Convoso In 2020, the mortgage industry was booming. The two minutes it takes to make an informed decision is usually worth it. Calendly scheduling system (Source: HubSpot). I wanted to ask you if you know anyone else currently looking for a new property who I might be able to help in the same way? Are you still looking for a property? Hi, [prospect], how are you today? My company currently has buyers looking for a home in the [AREA] neighborhood. April 11, 2022|18 minute read. Would you be interested to know more about our [solution]?. These scripts are particularly suited to account-based marketing efforts. Acknowledge the fact that theyve said they dont have time, but aim to get an appointment in the diary. TIP #1: Use property intelligence to find owners in need of refinancing and reach out directly. This provides uniform data about leads such as sales stage, duration until purchase decision, and the prospects priorities. To generate more sales, follow the following tips and Merchant Cash Advance. Build rapport as you would your prospects. Can I schedule a call with one of our solution architects?. Phone sales, like other professional skills, require development. Is your business looking for networking services?, Prospect: No. Use a cold call script like the following to speed up the relationship-building process: Hi [NAME], its James here calling from Pipedrive. Im trying to connect with someone who manages your [department/job function that would likely be a purchaser of your product/service]. Youve also got to generate insight and follow best practices. For this reason, its smart to keep your scripts really concise. These include: Once identified, pick up the phone and hit them with this example cold call script: Hi [NAME],Its James from Pipedrive, I noticed [youre a huge fan of our content/youve seen some great results from using our platform/other personalization] and wondered if could ask a quick favor:Do you know of anyone else in [INDUSTRY] who would see great results from using our platform? Not every prospect you contact will be a good fit for your product or service. Writing telemarketing scripts requires more than typing out a few well-chosen words for the agent to memorize and deliver to the customer. Awesome, thatll work too. For example, the loan officer might send a message which begins, Thanks for visiting our site to research home mortgage rates. We specialize in [your niche] so that you can [solution to challenge]. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. To help you optimize the time of day you make these calls, its good to look at some benchmarks. In the recommended cold call script, I provide what I think is a better value proposition and introduction. You may unsubscribe at any time. Please give me a call back at your convenience and let me know what we can do to [start or restart] the conversation. Loan officer scripts are necessary in many scenarios. What I can tell you is that: [Budget] Purchasing [product or service] can be looked at as a strong investment that can [value obtained from solutions such as cost-saving or increased productivity]. Salesforce Essentials dialer configuration (Source: YouTube), Salesforce Essentials call notepad (Source: Salesforce). I know [its been a while since we last talked or Ive reached out quite a bit], but I wanted to try one more time to connect with you before I close your file. When it's go-time, remove any visual distractions so you're fully present to lead the conversation. Would you be interested in hearing about [new product/service]?, Do you or your team experience any of the following? [List problems that product or service resolves], Good news! Write your script. I can show you the first one on [date and time] if youve available. A flat, generic pitch doesn't appeal to anyone, so tailor your pitch to each individual. Telemarketing Script For Business Loans . This includes how you say things as well as what you say. How? Research about the prospects: So you mentioned that youre also working with [name of competitor] to finance your home purchase. In order to get your prospect interested, you need a hook. Please let me know if theres anything I can do to help you with the sale, and if you would like my assistance with getting some more interest in the property., Hi, Im John from Big Wins Real Estate. Mortgage Cold Calling Sales Scripts & Lead Generation | Convoso What youre doing at [PROSPECT COMPANY] is impressive!Id love to show you how weve helped Mike generate [RESULT] and how we may be able to do the same for you. Id love to show you more with a 15-minute [demo or presentation]. Test a completely new approach: Follow this process until you can get through your entire script for more than half your cold calls. Pro tip: Use a customer relationship management (CRM) platform like HubSpot to collect insights during discovery calls. Industry-related words. I recently found out that youre looking for a [insert need] for your business. Great! Our product is tailored to help you fix that. Excellent. This demonstrates that youre on a journey, and people will want to learn more about the story so far. Several people have said the same, but once we had a brief discussion they were thrilled to learn more. Have the Best Telemarketing Scripts | Sales Script Generator and Call Script Software that Builds Sales Scripts, Cold Call Scripts, Telemarketing Scripts, Appointment Setting Scripts, Sales Script, Call Script, Cold Call Script, Call Scripts, Email Templates, Cold Emails, and More.