Hi my name is Krish, I work with Ivan Simental for Movement

Mortgage.
How are you doing today? The reason I am calling is to let you know
Ivan is a Branch Manager, /and he also helps agents with a video
strategy to get new clients. And as a Mortgage specialist, He can also
help your home buyers find the best deals on a mortgage that way
you’ll be able to close more deals and increase your conversion So,
he’d really like to help you, just a quick 15 minutes over a phone call
or a zoom meeting to talk about this in more detail perhaps on (check
calendar)

You: Hi, is this [agent's first name]?

Agent: Yes

You: Hey [Agent's first name],

My name is KRISH I work with IVAN SIMENTAL for LoanLife. How are you doing
today?

Agent: [Let agent respond]

You: [Respond to their response then] [...] Well, the reason why I'm giving you a call
today [...]

Is that Ivan keeps coming across your name,

And he's been hearing GREAT things about you as a Real Estate Agent
So he knows that you do some great business in your market
With that being said,

He helps his agents with a video marketing strategy to help get new clients, and he'd
like to help you.

So basically, what will happen is (IVAN) will help your home buyers find the best deals
on a mortgage that way, you'll be able to close more deals and increase your
conversion. Does that sound fair?
Could you spare a quick 15-minutes over a phone call or a zoom meeting with iVAN to
talk some shop on either [...]
→ [ date and time 1 ], [ date and time 2]

Are you available on (date and time) for a quick introduction call? Also, what's the best
email address typically where I can send the invite?

Before the end of the call:

I usually call or text at least an hour or two before to be sure you'll be on for that
appointment. So if something changes with your schedule, we can reschedule the date
and time for you. Thanks.

Rebuttals:

I'm not interested:

I genuinely understand; at first, some of the realtors we contact would say. No, but after
knowing the benefit of the call, they usually change their minds. I wouldn't have reached
out if I didn't think this would benefit you. But anyway, it's only a 15-minute call. No
pressure. Worst case scenario, you waste 10 minutes. You walk away with a new way
to get more business in the best-case scenario. Would that be worth 15 minutes of your
time?

I'm already working with a lender:

Most realtors that we've talked to are also working with other lenders; we are not trying
to change your current setup; we just wanted to introduce the company and share how
we can be of any help in the future. If things might change, you always have our contact
information, and you can always reach out.

Send me an email:
Fair enough? Of course. As soon as we book the call, an email will be sent to you to
give you more information about what we do.

Are you selling some leads:

We are not selling any leads, and this will not cost you a dime. So basically, what will
happen is (IVAN) will help your home buyers find the best deals on a mortgage that
way, you'll be able to close more deals and increase your conversion. Does that sound
fair?

Where are you located?:

Don't be confused because I work remotely for Ivan Simental, and he is licensed in
Nevada. Don't worry; he is from the same state where you are located. 

Tell me more:

I'd love to discuss everything with you. However, I want to be honest, and I have
minimal information about how everything works. That's the main point why we want to
schedule you for a quick discussion with (Client's name). Will (date and time) work for
you?

Schedule an Appointment:

Are you available on (date and time) for a quick introduction call? Also, what's the best
email address typically where I can send the invite?

Before the end of the call:

I usually call or text at least an hour or two before to be sure you'll be on for that
appointment. So if something changes with your schedule, we can reschedule the date
and time for you. Thanks.
FOLLOW UP SCRIPT:
Hi! This is Krish, I work with Ivan. Just wanted to check back with you. How is your meeting with
him?
(possibly ask the reason why she did not show up.)