Capacity Mortgage Outbound
Demo Video
Coming Soon
Refinancing Outbound Dialing
Objection Handling
Appointment Scheduling
1. Timing/Busy
“I don’t have time right now.”
“I’m just too busy at the moment.”
2. Already Satisfied/Happy
“I’m happy with my current mortgage.”
“I just refinanced recently.”
3. Just Looking/Rate Shopping
“I’m just comparing rates for now.”
“I’m not ready to move forward yet.”
“I wanted to see what you offer, but I’m shopping around.”
4. Finances/Eligibility
“I don’t think I’ll qualify.”
“My credit isn’t that great.”
“I don’t have enough for a down payment.”
“My income is too low.”
5. Not Interested/No Need
“I’m not interested in refinancing.”
“I’m not looking to buy right now.”
“I’ll call you if I need anything.”
6. Skepticism/Negative Past Experience
“I’ve had a bad experience with refinancing before.”
“I don’t trust banks/mortgage companies.”
7. Needs to Discuss With Someone Else
“I need to talk with my spouse/partner first.”
“I want to discuss this with my family.”
8. Concern About Credit Pull
“Is this going to affect my credit score?”
“I don’t want a hard credit check.”
9. Not Ready/Exploring
“I’m just gathering information.”
“I’m not ready to apply yet.”
GenAI: Key Insights
TIPS: How to use GenAI
What makes our GenAI voice agents different from traditional voice bots?
How does GenAI handle complex or unique customer interactions?
How quickly can our GenAI voice agents respond to customers?
Do we need to provide detailed scripts or anticipate every customer scenario in advance?
How do our GenAI agents stay up to date with information?
What is our unique selling point?