What does unsecured debt mean?, money you borrow that is not backed by any physical asset, such as a home or a car., A loan you take with collateral, How should the agent open the call?, Quote settlement, Recorded line intro, Ask for SSN, Skip greeting, What should be confirmed on the lead page first?, Employer name, Bank balance, Credit score, Client identity, What is the main goal capture question?, Amount needed, Vehicle model, Marriage status, Favorite bank, Before moving forward, what must the agent confirm?, Tax refund, Email password, State residency, Home value, If the client's goal is a loan, what should the agent ask?, Travel plans, Social media use, Reason for loan, Pet's name, What debt amount should be reviewed for qualification?, Monthly rent, Total debt, Insurance premium, Savings total, Which income-related topic should the agent ask about?, Credit limit, Wi-Fi provider, Gym membership, Income source, What should the agent ask to identify hardship?, What changed, When you moved, Who referred you, What car you drive, What happens if the state is acceptable?, Request payment, Prequalify client, Send denial, End call, What is the minimum amount required for the program?, $7,500, $10,000, $2,000, $500

Client Qualification

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2A - Money questions
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Unit 5 p. 70,71 Useful language for letter of application - speaking
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Key Words Personal Finance/Borrowing
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Personal Finance Vocabulary
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