Financial Services · Loan Officer · 6-10 minutes

Mortgage Purchase Lead Follow-Up

A trust-first follow-up call for purchase leads that qualifies fit, sets expectations, and moves the borrower to a pre-approval.

Script

Agent

Hi [First Name], this is [Your Name] with [Lender]. You reached out about a home purchase, is that right?

Agent

Congrats on starting the process. So I can help you well, can I ask three quick questions about the home, the timeline, and where you are on savings?

Agent

Thanks. Based on what you shared, a pre-approval is your next step so agents take your offer seriously. That takes about 15 minutes, and I'll need to do a soft credit pull. Are you okay with that?

Agent

Perfect. I'll send a secure link right now. Once I have it, I'll come back with three options: aggressive, balanced, and safe, so you can pick what fits your monthly comfort zone.

Use cases

· Web lead follow-up
· Referral partner intro
· Rate-shopper conversion

Compliance reminders

· Disclose that a soft credit pull is required for a formal pre-approval.
· Do not quote a specific rate without a locked scenario.
· Follow RESPA and TILA disclosure timing for any application taken.

Practice this script live

Other script templates

SaaS SDR Cold Call ScriptA pattern-interrupt cold call script that gets past the first 30 seconds and books a discovery meeting without pressure.Insurance Claims Intake ScriptA calm, empathetic first-notice-of-loss script that gathers required information without adding stress to the caller.Collections First-Contact ScriptA compliant, respectful first-contact script designed to secure a payment or arrangement while meeting FDCPA disclosures.Objection Response LibraryHandle the pushback that comes mid-script.All free toolsEvery calculator, template, and report.Start $1 trialPractice this exact script with a real AI caller.