Virtual Mortgage Protection Sales Primer

Download: Virtual Appointment setting script - Digital Leads

VIDEO: Using the Needs Analysis as your script

Download: MP Appt Needs Analysis Form

The process: Set an appointment for a call (not a video meeting); begin the call by sending your email credentials, direct client to the Whereby link, guide them to get into the video meeting; quick rapport; Needs Analysis; uncover & raise the Stakes; Soft Close; Present Solutions; Close: Invite to Apply.

Mortgage Protection Philosophies 201

Get The Client On Video

Create Whereby Account*
Create Email Signature ------>
this tutorial is for Gmail, other platforms are similar

*free account is all you need.

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