Mortgage Broker Referrals

Mortgage Broker Services 

Hi NAME, it’s NAME calling from AGENCY.

Have I got you at a good time? I won't keep you long.

The reason for my call today is that a number of my clients have been interested in a free financial health check by our in-house broker NAME and in the past month, he/she’s been able to save 2 of my clients over $5000 each on their home loans each year. It’s totally free and absolutely no obligation so I wanted to ask if you would be interested in a short chat on the phone to find out if there are savings to be had on your mortgage?

Yes -  Ok great, when would suit you best for a call?

Not interested - No worries, can I ask, is that because you don't have a mortgage or?

I'm happy with my bank - Fair enough. I know how much of a hassle it can be to change banks. We actually used NAME to refinance and they got us a much better deal with the same bank. The bank has no need to offer you the best deal because they already have you as a client! The broker can use the threat of losing you  as a client to negotiate a better rate with  your own bank. If you're open minded to finding out more, it's totally free like I said and won't take long. Would you like me to get them to reach out? (when suits for a call?)
I don't have time right now - That's ok, I totally get it. With the interest rates where they are, most people are able to save a worthwhile amount of money. Initially it'll only be a 5-10 min conversation to find out if they can help, is there a time that would suit for a chat?

To end call

Summarise outcome eg: Well that's all from me NAME, BROKER will give you a call to find out how much you could save!

Is there anything real estate wise that I can help you with at the moment or in the next 12 months?

Thanks for your time today & have a great day!