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The Saving You Money Team ©2007
It’s clear that the MMA has raving fans, including thousands of
homeowners, REALTORS®,
ACCOUNTANTS, FINANCIAL PLANNERS, MORTGAGE ORIGINATORS, CPA's
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Mortgage Brokers Scripts
1. First Call
Mrs. ________, This is _______ with ABC mortgage company customer service department. We show that you just refied
or purchased your home with our mortgage company 2 weeks ago. We also have a pre qualification for you on our
MMA program that can take your 30 year mortgage and reduce it to maybe 8-12 years without changing your current
cash flow and saving you possibly $100,000 of interest. All we have to do is see if you qualify for this program.
-Verify all this information for the MMA Loan Application
Then use the tie down question. (If you qualify and we save you 10 years and 100,000 in interest, is there any
reason that you can think of at this time why you would not participate in our program)
2. Second Call (referral call)
Mrs. _______, this is _______ with ABC mortgage company customer service department. I just wanted to call and
verify some of the information
-Verify some information on the application.
Then use the tie down question. (So do you remember saying if you qualify and we can save you 10 years and 100,000
in interest is there any reason that you can think of at this time why you would not participate in our program)
3. Third Call]
Mrs. _______, this is _______ with ABC mortgage company customer service department.
Then use the tie down question. Do you remember saying if you qualify and we could save you 10 years and 100,000
in interest, would there be any reason why you would not participate in our program)
Do you have a pen handy? Please make two columns. Label the first column #1 and second column #2.
Write down $45,000 of interest in Column 1 and $134,000 of interest in column 2. Which column would you rather
pay 1 or 2? Then circle $45,000.
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Sincerely Yours
The Saving You Money Team
James A Moore
1-317-290-9090
Team Web Site
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United First Financial, its software agents and subsidiaries provide Internet web
based software and support services. United First Financial does not provide accounting, tax, legal, real-estate,
mortgage, or investment advice. Interested parties should seek and consult with persons or entities licensed
and qualified in those areas for advice relating to those matters. United First Financial is not liable or
responsible for claims or representations made by any party which are not included in the Money Merge Account Limited
Guarantee.
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