Overflow Call Form

Hi, is this on a recorded line? How are you today?

( pull up the file with the hyperlink or phone number in Five9)

Inbound DM: Please provide the reservation code

Goal Capture: How much are you looking to consolidate or borrow?

“Ok, let's see if we can help with that. I'm going to start by getting to know your situation, review your accounts, and do a quick budget and then I will have my Approvals consultant go through your approvals with you.“

Let's Start With Some Questions

Info Grab Questions

Are you married or single?

(If married) Got it, are your accounts set up jointly, or do you both keep things separate?

How much do you take home each paycheck after taxes and deductions?

How often are you paid?

Building Questions

Are you just keeping up with the minimums, or have you been paying a little extra?

(If extra) How much more are you giving them?

Are you still using the cards, or are most of them maxed out?

If you're still using them, roughly how much do you think you're putting on them each month?

What led you to accumulate the balances you have now?

Review the Existing Credit Profile

Before I go over your credit information please verify your first & last name, mailing address and date of birth.

First Name

Last Name

Street Address

City

State

Zip Code

Date of Birth

Phone Number