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Heart Beat Labs Blog

Reviewing Credit

 

Let’s review the primary, secondary and tertiary objectives of your initial inbound call form a prospect in consumer direct lending… pull credit! We talk about putting equity to use, changing terms, and credit scores but the best tool to gain an accurate picture of a caller’s overall financial picture and in turn to better serve them, is to review credit with them.

Topics: finance phone skills sell more phone training Scripts Employee Development

So, you want to Build Value with Effective Questioning Techniques?

 

Let’s talk about the four key Question Types used in Consumer Direct Lending and how we can apply them to common caller types:

Topics: sell more phone training Scripts Sales Caller Experience Empathy mortgage