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Texting Leads

  • Texting leads can be an effective way to contact leads who do not pick up their phone from an unknown number. Texting should NOT replace calling your leads.
  • Remember, there 5 touches when contacting leads:
    • ​Triple Dial, Triple Dial again (same day or different day), Voice Mail, Text, Door Knock
    • Hi (Name), This is (your name), I am the Senior Field Underwriter assigned to your mortgage protection paperwork. A brief phone consultation is needed with you (and your significant other) to review the rights and options for your loan. Openings today are 4pm, 6pm or 8pm. Which time slot works best for you?
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