Hey, is this __(Merchant Name)___?
Hi, this is ____(Agents Name)_____the Business Manager calling from Easy Financing , How are you today? (insert power words)
I wanted to give you a call because you’ve inquired about a business loan and I wanted to see if you were able to get all the money that you needed for the business?
Hi, this is ___(Agents Name)____the Business Manager calling from Easy Financing , How are you today? (insert power words)
I wanted to give you a call because few of our lenders are interested in speaking with you and want to give you an offer. Are you still in need of funds?
For Scrubbed List:
Hi my name is ___(Agents Name)___I’m the Business Manager calling from Easy Financing. How are you? (insert power words)
I understand that you’ve been getting calls from my agents and I apologize for that. Right now I’m personally calling you to handle this request. Are you looking to get additional capital for your business?
>> if Yes- proceed in asking the PREQUALIFICATION questions
PART 2: PREQUALIFICATION
1: How much money do you need?
2: Why do you need the money?
3. And the name of your business in (Verify the company name (dialer) )
3.A How long have you been the business owner? (at least 6 months)
3.B I want to make sure that this business is still running right? (Yes)
4: Do you have an active business bank account? (yes)
4.A Have you been depositing money into that account over the last 4 months? (yes)
4.B What is your average monthly deposit? (at least $15,000 and above)
5: What is your Credit score? (500 and above)
6: Will you be needing the funds as soon as possible ? yes
7: Do you have any equity or property? (like a commercial or residential property)
7.A Has it been at least 50% paid off?
8: Do you have any existing business loans?
8.A How many are your loans and How much?
8.B Do you have any default with them? (ask only if YES to loan)
9: Have you had difficulty getting approved within the last 30 days?
10: Just for documentation purposes, you are not dealing with Bankruptcy as of the moment, right?
11: Do you accept credit cards as a payment from your clients?
12: May I ask for your email address (spell it out phonetically)
13. Verify phone number
13.A ask for an alternate number
13.B ask for a Fax Number
12: Ask for the State and Timezone
Now that I have verified all the information here, let me connect you now to one of our Premier Lenders. (Live Transfer Call)
Before dialing the Transfer Line:
In any circumstances that I can’t connect you to our Premier Lender what will be the Best time for us to give you a callback?
Connecting you now to our Premier Lender…
Live Transfer Script:
“Hello, I have a borrower for you on the line, their name is ______ and their phone # is ___________…and which partner is this? (verify lender)
___Merchant Name___I have ___Name of the Lender____ Thank you both.