Notes

Good morning/afternoon, _(Client name)_
How are you doing today?
This Is ___________ giving you a call with the veterans benefit center on a recorded line.
Were reaching out to veteran homeowners in the area to help them look over the equity disbursment program to see if it might make financial sense to you and your family.

I do see you have been here in your home for more than a year is that right?

and i see your still at at 2.25% interest rate is that right?

now its showing here your current home value is estimated about ___ would you say thats more or less accurate? (Zillow, RedFin, Hopper, Etc)

and your not looking on selling in the next 3 - 6 months correct?

now where would you say your remaining mortgage balance is currently standing at?(How Much They Owe)


its showing here you have some built up equity due to your positive payment history and your property value increase, now if you were to use some of the equity you have what do you think you would use it for? (Renovations, Debt Consolidation Or Investments)

and its showing here you havent had any bankruptcy or forclousure in the last 2 years correct?

any 30 day late payments in the last 12 months?

and you didnt apply for any covid programs like forbarance or deferment correct?

great

im going to get more information for you, imma put you on a brief hold.
bare with me one minute