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The same filter a rep taps all day, over sample rows.

Hi Marisol, this is Alex. Quick one, are you looking to lower the payment or pull cash out?
lower the payment if the rate is decent
What your rep opens with

She said payment, not cash out. Open on what rate she is carrying today.

Hi Dwight, this is Alex. You took the loan in 2021, is the goal a lower payment?
whats the rate right now
What your rep opens with

He asked for a number before anything else. Lead with the rate, then the payment.

Hi Priya, worth two minutes to see what the payment looks like now?
not now, try me in the spring
What your rep opens with

Not a no. Parked until March, and she will hear from Athena before a rep calls.

Alex can walk you through it Thursday at two, does that work?
thursday at 2 works
What your rep opens with

Booked. He wants the cash out number, not the payment.

Hi Renata, your rate moved this week. Lower payment, or cash out?
how much would i save
What your rep opens with

She asked for the saving. Have the figure ready before you dial.

Hi Ahmad, is the goal a lower payment on the house?
already refinanced last year
What your rep opens with

Refinanced in 2025. Parked, and she will not text him again this year.

Alex has Friday morning free, shall I put you down?
put me down for friday morning
What your rep opens with

Booked Friday 10 AM. She asked about pulling cash out for a remodel.

Hi Travis, this is Alex about the loan you took in 2021.
who is this
Alex, calling about your rate. Say stop and I will not text you again.
What your rep opens with

He asked who we are and she answered plainly. Do not open with a pitch.

Sample rows. Nobody here is a real person and no conversation in it ever happened.

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