How it works
Our proprietary lead model pinpoints prospects who are excellent candidates for personal loans.
By utilizing our advanced analytics along with defined income and credit demographics,
we strategically market to those who are relevant and most likely to respond.
Creating an efficiency lead cycle you can rely on.
+ Nationwide coverage in your licensed states
+ Personal loan: $5k+ or $10k+.
+ Credit rating
+ Total existing debt
+ Late payment history
+ DOB
+ Income check
+ Requested a quote with a lender
(Introduction)
Hi, may I speak with (First Name)?
(Reason for call)
Mr./Ms. ______, this is _______ from the personal loan savings network. The reason for my call today is that you inquired about a free, no obligation unsecured loan quote.
(Qualifying Question)
Do you have a moment right now for a free assessment? (Must be “YES” to initial question)
(I’m not interested) – Rebuttal
If you could obtain the money you need, through a swift application process, without collateral and the credit scrutiny of a bank…Would you consider a personal loan (contact name)? (Must be “YES”, If “NO” –> Reject)
1 – Name, address, phone #?
2 – What’s your credit rating?
3 – How much total debt do you have?
4 – Annual income?
5 – Amount of funding you need?
6 – DOB?
If you can please provide your home or cell phone number as well, in case they can’t reach you on this one?
Congratulations! You pre-qualify for a no-risk personal loan assessment. Do you have 10-15 minutes right now to speak with an agent? (Must be “YES”)
Answer YES – Okay (First Name), we have an agent available and I’d like to transfer you….keep in mind that they might cover some of the questions that I have already reviewed….but please be patient, they are wonderful and have assisted numerous applicants like yourself and are there to help benefit you….hold-on one moment please.
Answer NO – Okay, when is a good time for me to call back so you can have a 10 – 15 minute chat with an agent for a free assessment? _________ Okay I will call you then. Take care and have a great day!
DATE: 1/3/2020 11:24:06
LEAD REF: 4039854
FIRST: Beth
LAST: Schultz
PHONE-1: 615-555-4444
PHONE-2: 615-333-2222
ADDRESS: 321 Main St.
CITY: Nashville
STATE: TN
ZIP: 37143
EMAIL: Beth.Schultz@example.com
TOTAL DEBT: $6,780
INCOME: $44,000
FUNDING AMT: $12,000
CREDIT: Good (670-739)
DOB: 11/07/1982
LATE PAYMENTS: No
DISPATCH AGENT: Katherine Albright
LEAD RESULT: Transfer Connected
CAMPAIGN #: 70-539826
TRANSFERRED TO: Cassidy w/ Personal Loans of America
CALL-NOTES: Beth needs a personal loan for $12k to cover school expenses.