Expert Telemarketing
Lead Entry
Loan Application
Date:
Source:
TSR:
Company:
Phone:
DOB:
First Name:
SS:
Last Name:
Address:
City:
State:
Zip:
Work #
Employer:
Position:
Salary:
Yrs Employed:
What is the customer trying to accomplish?
(Refinance, 2nd Mortgage, Purchase..)
Fair Market Val:
Purchase Date:
Price:
Balance 1st:
Pmt:
Company:
Interest Rate 1st:
Term:
Balance 2nd:
Pmt:
Company:
Interest Rate 2nd:
Term:
Excrow inc:
Taxes:
Insurance:
Type of Home:
Amount Needed:
Loan Purpose:
Amount needed:
Items to be paid off:
(does not include mtgs above, list
credit cards and other loans)
May we check your credit?
Best time to call and phone number to use:
Notes:
