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Phone Scripts


Good morning/afternoon Mr/Mrs (insert name),

This is ________ with _________. How are you today? (response).

Thank you for taking the time to speak with me today. I promise not to take up too much of your time.
I am responding to some information provided to our marketing department about the possibility of consolidating debt and improving your mortgage situation. This is something we can help you with! The purpose of this call is to find out what time this week you are available to meet to go over your specific options.


Hello, I’m calling to speak with (insert name),

Mr./Ms._____, this is ________ from COMPANY NAME. I’m contacting you with important information about your current loan/credit situation.

You should know that COMPANY NAME specializes in (list 1 or 2 benefits of your product/service) for people like you who want to get a handle on their bills. And with COMPANY NAME, we can make sure it happens right away before (rates go back up/this limited time offer has expired, etc). When would be a good time for me to let you know how we can help you?




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774 South 400 East, Orem, UT 84097 | 801.235.8061
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