Mortgage

Old Home Refinance

Enable your team to refinance homes with less effort as AI conversations respond, nurture, and qualify.

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Hey {name}! This is {bot_name}, I'm an assistant with {agent_name}. You had reached out to us in the past regarding your mortgage refinance on {lead_source} 🙂. We are here to help you through the process. I wanted to shoot you an email here but you might also receive another message from us elsewhere. What's the address of the property you're considering refinancing?
Sent by AI assistant

612 406th ave.

Sent by Lead
Great, got that property down for you! We'd love to help you get the ball rolling on your refi!
Sent by AI assistant
If you had to take a guess, what do you think the value of your home is today?
Sent by AI assistant

I think my home's worth $299,000

Sent by Lead
Great, that definitely could be a fair range, thank you for giving me that insight 😀 How much equity do you have in your property?
Sent by AI assistant

I have $100,000 equity in my house

Sent by Lead
Got it thank you for letting me know how much equity you have in your property! What amount do you have left to pay on your loan?
Sent by AI assistant

I have $80,000 left on my loan

Sent by Lead
Great, thank you for letting us know what you have left on that current loan! Thank you so much of all this great info so far! I only wanted to ask a few more things 😀
Sent by AI assistant
Do you have any other mortgages on this property?
Sent by AI assistant

Nope no other mortgages at this time.

Sent by Lead
Understood. Have you had anything not so fun recently like a foreclosure or bankruptcy?
Sent by AI assistant

Nope, I haven't had anything like that.

Sent by Lead
Understood. Do you know about what your credit score is at today?
Sent by AI assistant

I've got a credit score of 720.

Sent by Lead
Credit score is important to getting a loan at a good rate, so that's why we ask! The refi process can be tricky, I'll have my associate follow up with you shortly to be sure you're all set with the info you need! If you have anymore questions just let me know, otherwise have an awesome day!
Sent by AI assistant
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More Use Cases

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