Debt Consolidation

SectionShort NameLong Question
OpeningIntroductionDid the Agent properly introduced himself, and his department?
OpeningRecorded LineDid the agent inform the lead that the call is recorded?
OpeningPurpose of the CallDid the agent inform the lead of the purpose of the call?
Lead VerificationCustomer VerificationDid the agent verify the lead info?
Lead VerificationQualifying QuestionsDid the agent asked all qualifying questions?
Gathering of InfoSub Interest Rate QualifiersDid the agent ask for sub interest rate qualifiers?
Gathering of InfoClarificationsDid the agent ask for any clarification?
Gathering of InfoContact InformationDid the agent complete the contact information?
ComplianceFalse / Misleading StatementsDid the agent provide any false/misleading statements?
ComplianceMismatchWas there a data mismatch?
ComplianceInterest Rate QuoteDid the agent provide the interest rate quote?
ComplianceFailed Client ReviewDid the agent fail the lead?
ComplianceLead FalsificationDid the agent do any lead falsification?
ClosingRecap ValuesDid the agent recap the call details?
HandoverTransfer to LenderDid the agent properly introduced the lead to the lender?
HandoverTransfer Hand-offDid the agent provide all the necessary information to the lender?
Soft SkillsSpeechDid the agent speak according to the lead's pace?