FRAMER


Mortgage Demo Flow
833-201-6313

Smart Action IVA

DEMO: Thanks for calling Lewis and Clark Mortgage. How can I help you today?
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USER: I need to submit an APPLICATION for a mortgage.
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DEMO: I'm happy to help you get an application started. I will have to collect a few pieces of information about the property and your credit history. Is that okay?
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USER: sure
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DEMO: Great! Let's get started. Are you looking to purchase a new home or refinance?
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USER: I want to purchase a new house
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DEMO: Is the property a single family, multi-family, condo or a different type of property?
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USER: {{choose any}}
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DEMO: What zip code is the property in?
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USER: {{any real zip}}
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DEMO: Will you use this house as your primary residency, a second home, or is this an investment property?
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USER: {{any property type}}
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DEMO: What is your desired timing for this mortgage?
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USER: I'd like to do this in the next 3 months
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DEMO: Finally, how would you describe your credit?
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USER: uh, it's pretty good. I have around a 720.
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DEMO: Got it! What is your first name?
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USER: {{firstname}}
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DEMO: Thanks! And your last name?
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USER: {{lastname}}
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DEMO: Perfect. I'll get this over to our team. Is the number you are calling from the best phone number to reach you at?
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USER: YEAH it is
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DEMO: Great. We would love to be able to send you updates on your application status via SMS. Would that be okay?
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USER: YEAH sure
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DEMO: Thank you! I went ahead and sent you a text message with a link to our application portal. Feel free to sign up to view your application status.
DEMO: Is there anything else I can help you with today?
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USER: NOPE, i think that's it
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DEMO: Okay. Thank you for your application. A team member will be in touch within a few hours. Have a great day!
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