Agent Script - Debt Settlement - 17 October

Agent Script- Debt Consolidation/ Settlement/ Validation
Debt relief enrollment center. This is <AGENT NAME> how are you doing today?
I’m calling you in regards to your pre-approval for financial help. we are running a nationwide
campaign to help people reduce their outstanding unsecured loan upto 50% and also help you become
lendable again. And there is no upfront fees or hidden charges involved in this program, also you are
no way committed over this call. Ok?
Ok great, and what is your name please? (if you have the name, skip to the next question)
It looks like you may be eligible for our hardship program that can get you financially free and
lendable again.
(IF ASKING WHAT IS THIS ABOUT HOW DID YOU GET MY INFORMATION)
- If you may have recently filled out a form online requesting assistance with your
debt
- Or you may have been recently denied a loan or credit card and we were given
your information so we can make you lendable again.
So let me ask you, what state do you live in?
Okay great we do offer help in the state of ___
 Do you owe $5,000 or more in credit card debt, medical bills, collection
accounts or personal loans?
(If NO) unfortunately you have to have a minimum of $5,000 or more in order for us to
help you. Do you have any sort of other outstanding loan like medical debt, private student loan,
unsecured personal loan etc?
(if still no -> say, ‘thanks’ and hang up the call)
(If YES continue)

 Ok, what does your debt consist of?
 How much do you owe in Credit Card debt?
 How much do you owe in personal unsecured loans?
 What about any medical bills, student loan or payday loans or collections?
 Are you making payments on your debt? Approx. how much are paying towards the debts now?
 Are you enrolled in any settlement program?
 Are you currently employed or on a fixed income? (FIXED INCOME: SSI, DISABILITY,
RETIREMENT – CONFIRM CAN AFFORD AT LEAST $250 A MONTH PAYMENT FOR THE
PROGRAM)
And just to verify you’re not in an active bankruptcy right?
(if YES TO BK “ unfortunately we wont be able to help you at this time)
(IF YES CONTINUE)
OKAY Perfect.
thank you <CLIENT NAME>, it looks like you’ll qualify for our debt relief program which will
eliminate your debts for half of what you owe! I’m going to connect you with our senior account
managers who will verify your debts and complete your application.
Please hold the line while I transfer you over.
BEFORE I CONNECT, JUST CONFIRMING WITH YOU, THIS IS A FREE

CONSULTATION YOU'RE SHOWING INTEREST IN. YOU'RE NOT OBLIGATED TO
PURCHASE ANY PRODUCT OR SERVICE FROM US. YOU'RE PERMITTING THAT
THERE IS NO DO NOT CALL VIOLATION ON THIS CALL. IS THAT OKAY?
On the handoff*
Hi I have _____(customer’s name) on the line. He has ____ in credit card debt/ unsecured
personal loan. He is from the state of ____ and interested in learning more about program
Rebuttals***
IF CLIENT KEEPS ASKS WHO ARE YOU OR WHAT IS THIS ABOUT?

Okay so we’re going to see what options are out there for you by having your debts
enrolled into a hardship program in order to get you back to being financially free and
lendable again.
If you qualify for our program, we’ll eliminate your debts for half of the account balance
with an interest free low monthly payment. The cost of the program depends on the
type of debts you have, the age of the debts, and the state you are in.
The senior account specialist will be able to go over the program in more detail and
answer all your questions. Please hold the line while I transfer you over to them.
Question/Concern: I already have spoken with somebody!

Possible Response: That's great to hear you have some knowledge about it already. But it’s always
good to listen to new ideas and opportunity and it’s only costing just a few minutes to help you take a
better decision on your financial situation. Right?
(then, quickly go back to the question where you left)
Question/Concern: Where are you calling from/ based out of?

Possible Response: i am calling from winter park, Florida (tell according to the caller id, you can ask us
for location). My adviser will give you complete details about the company before you proceed.
(Go back to the question you were asking and be done with a successful transfer.)
Question/Concern: I don't have time right now.

Possible Response: I understand! Well, it’s only going to take few minutes to hear about this only. I
am sure you have work ahead in your day and got other works. But can you just allow me a minute to
be done with this please?
(if, Yes  got back where you left and hurry to transfer)
(if, NO  set up an appointment. Example: ok are you free in half an hour? or take a time and call
back accordingly)
Question/Concern: How does it work?

Possible Response: Our expertise in debt consolidation. We have multiple ways to help you save
money on your debt and pay only a comfortable amount. I will connect with a senior adviser to go
over this in details and answer your concerns, okay?
(Go back to where you left and start asking questions asap)
Question/Concern: what are your charges?

Possible Response: we do not charge anything for the application fee or anything it's a free
proposal. My adviser will be happy to let you know details how we succeed on this. Okay?
(Go back to where you left and start asking questions asap)
Question/Concern: Where did you get my information?

Possible Response: We have a marketing team that collects the data of possibly interested people or
people showed interest in saving money on outstanding debt. And this is just a courtesy call for free
proposal to see if we can benefit you somehow with our program. Please bear with me for a minute
and I am sure we might can get you a great savings. (get back to your questions asap and pick up
where you left)
pick up where you left immediately after answering a question of the customer.
NOTE:
IT’S A TWO-WAY CONVERSATION WITH ANY PERSON. ALWAYS TRY TO UNDERSTAND THE
CUSTOMER BUT KEEP HIM ENGAGED. TRY TO SOUND ENTHUSIASTIC SO YOU CAN MAKE HIM
CURIOUS ABOUT WHAT YOU CAN SAY OR WE CAN DO FOR HIM. DO NOT BE A DULL ROBOT!!! KEEP
IT SHORT, SIMPLE, ENEGETIC AND ENTHUSIASTIC!
THE KEY TO GETTING SALES IS TO BE ALWAYS CONFIDENT ENOUGH INFRONT OF THE CUSTOMER. IF
YOU ONLY HAVE AT LEAST A LIMITED KNOWLEDGE ABOUT THE PROGRAM. BUT YOU ONLY SOUND
CONFIDENT AND FACE A PERSON WITH ENERGY. I AM SURE, YOU WILL GET MORE SALES.
ALWAYS KEEP UP WITH THE PATIENCE AND BE CONFIDENT ON THE CALLS.
HAVING A BAD DAY? OR BAD TIME?
DO NOT LOSE PATIENCE OR SOUND NOT CONFIDENT CAUSE MAYBE THE NEXT PERSON WILL LISTEN
AND YOU CAN CONVINCE HIM EASILY! YOU NEVER KNOW!!
GOOD LUCK!!!
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Agent Script- Debt Consolidation/ Settlement/ Validation

So let me ask you, what state do you live in?

Okay great we do offer help in the state of ___

(If YES continue)

BEFORE I CONNECT, JUST CONFIRMING WITH YOU, THIS IS A FREE

IF CLIENT KEEPS ASKS WHO ARE YOU OR WHAT IS THIS ABOUT?

Question/Concern: I already have spoken with somebody!

Question/Concern: Where are you calling from/ based out of?

Question/Concern: I don't have time right now.

Question/Concern: How does it work?

Question/Concern: what are your charges?

Question/Concern: Where did you get my information?

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