TOPIC 1Open demo
Opening the Call
- Answering the Call
- Taking Client Information
- Making an Outbound Call
- Reporting to Your Manager
HOW IT WORKS
Six activities for every dialogue
Complete them in order: each one opens the next. Mark each activity as complete and it folds away, so you always see what comes next.
1
Content words
Tap the words that carry the message. Function words stay short and soft.
2
Main stress
Find the one strong word in each thought group.
3
Sound order
Build key mortgage words with sounds, not letters: equity, principal, appraisal.
4
Read and pronounce
Read the sentences out loud. Voice recognition checks every word.
5
Click & Say
Answer out loud with the word that has the target sound.
6
The dialogue
Listen with the marks, then shadow the call: intonation and linking.
Bold = content wordsLight = function wordsUnderline = main stress = pause↘ falls · ↗ rises · → stays up‿ = linking
THE COURSE
Six topics, one complete call
You are viewing a preview. Topic 1 is open so you can try every activity. Topics 2 to 6 are included in the full course.
TOPIC 2🔒 Full course
Explaining the HELOC
- What Is a HELOC?
- Interest-Only Payments
- The Draw Period
- Checking with the Loan Processor
TOPIC 3🔒 Full course
Fees, Rates & Funds
- The Origination Fee
- Rates and Pricing
- Good Faith Funds
- When the Money Arrives
TOPIC 4🔒 Full course
Disclosures & Permissions
- Income and Alimony
- State Disclosures
- Permission to Pull Credit
- Demographic Questions
TOPIC 5🔒 Full course
Application Questions
- Your Primary Residence
- Past Properties
- Debts and Co-signing
- The Tough Questions
TOPIC 6🔒 Full course
Client Questions & Follow-Up
- In Plain English
- Handling Objections
- Wrapping Up the Call
- Team Debrief
Want the full course?
Six topics, 24 dialogues and 144 activities, built around your own calls.