Scripts for selling agent and property management services

Appraisals Script

Sample scenarios by mortgage broker Daniel Vella

Sample scenarios by mortgage broker Marios Rokka

Sample feedback to property manager by mortgage broker Lyndal Linkin

Hi [client name] - Just calling to check in, as it’s been sometime since I arranged your home loan when you bought your property.

With changes in interest rates, now is a good time to review your current rate and loan conditions.

Are you aware of the current value of your property in today’s market?

Would you like me to arrange a market appraisal so we could explore the options for you to either refinance or perhaps purchase an additional property?

Hi James (investor),

Are you happy with your current rate of return? In addition to reviewing your loan I can also recommend you speak to a great Property Manager who can take you thru their fees & service proposition. Can I ask Jacqui from Ray White to give you a call or send you some more info?

Hi James (past client),

How are you? I am calling on behalf of [broker's name] wondering how everything is going and whether given the recent rate fall you would you like a review of your current loan? Its part of our service.

Would you like us to see if we can save you money on your loan?

Would you like an equity review? I can ask our preferred agent to give you an up to date appraisal to see what your property is worth in today’s market and establish whether you can save money or build your portfolio further. Its a free service and given the market has moved around a lot it is a good way to be kept up to date as to the current value of your property.