Mortgage

SectionShort NameLong QuestionYESNONA
QuestionnaireGreetingDid the agent state his/her first name, brand name and purpose of the call during the intro greeting?
QuestionnaireContact InformationDid the agent verify ALL contact information?
QuestionnaireQualifying QuestionsDid the agent ask the customer all Qualifying Questions?
QuestionnaireClarificationsWere all clarifications fulfilled by the agent?
QuestionnaireFalse / Misleading StatementsDid the agent avoid making false or misleading statements?
QuestionnaireSpeechDid the agent use good speech throughout the call?
QuestionnaireCoaching OpportunitiesDid the agent complete the requirement fields in BRR CRM?
QuestionnaireMismatchWas the H/O qualified to be submitted to the lender with all meta data matching?
QuestionnaireTransfer to LenderDid the agent notify the customer of the lender's name and get an affirmative response for transfer approval?
QuestionnaireTransfer Hand-offDid the agent hand-off the call to the lender following the appropriate scripting read verbatim?
AutofailLead FalsificationDid the agent avoid submitting a falsified lead?
AutofailInterest Rate QuoteDid the agent avoid quoting an interest rate on the call?
AutofailFailed Client ReviewWas the client review failed?