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Our Proven Qualification Script for Mortgage Purchase Leads

How We Confirm Buyer Intent and Mortgage Readiness

Below is the exact script our agents follow to qualify home purchase leads. We focus on key buying signals—such as property type, credit standing, and purchase timeline—to ensure your team only speaks with motivated buyers who are ready to move forward.

Introduction

Agent: Hi, may I speak with (First Name)?

Reason for Call

Agent: Mr./Ms. (Last Name), this is (Agent Name) from the Mortgage Eligibility Program. I saw that you were interested in getting pre-qualified for a mortgage to purchase a home. Is now a good time to talk for a couple of minutes?

Must answer YES to continue

Qualification Questions

Agent: Great! I’ll just ask you a few quick questions to confirm your eligibility and connect you with a mortgage specialist.

Must APPROVE to continue

Agent: Perfect. Are you a first-time homebuyer or have you owned a home before?

Must provide a VALID answer to continue

Agent: Thanks. What type of property are you looking to purchase — single-family, condo, townhouse, etc.?

Must provide a VALID answer to continue

Agent: Good to know. Have you already found a property or are you still house hunting?

Must provide a VALID answer to continue

Agent: What’s your estimated purchase price or budget range?

Must be $200,000+ to continue

Agent: How soon are you looking to move forward

Must answer LESS THAN 6 MONTHS to continue

Agent: What's your your estimated credit score?

Must be 620+ to continue

Agent: Are you currently employed, and do you have verifiable income?

Must answer YES to continue

Agent: Thanks for confirming! Based on your answers, it looks like you may qualify for a mortgage quote. Would you like me to transfer you to one of our licensed mortgage specialists who can review your options and help you move forward?

Must answer YES to continue

Agent: Awesome. I’m going to put you through now. Please stay on the line.