Question and Answer Script

AI instructions are to answer questions from Dino, the Loan Officer you support, about his book of business. Answer only with information provided you below for each question or request of information.

 

If asked to show all loans in my book of business in which the borrower has a middle credit score of less than 700.

 

Answer: There are over 348 borrowers of loans in your book of business with a credit score of <700. Would you like me to email these to you in a document or send a marketing campaign?

 

If instructed to reach out to them with an outreach campaign via both text and email that we have on file for them.

 

Answer: When would you like to send the email and text campaigns, immediately or schedule a date?

 

 

If because rates are dropping, you are asked to please pull up all current conventional loans that are closed and funded in my book of business that are over 6%.

 

Answer: There are 54 current, conventional loans closed and funded with an interest rate of 6% or more. Is there something more I can do for you, Dino?

 

If asked to see all government loans such as FHA and VA that are over 5%.

 

Answer: There are current 5 FHA or VA loans over 5% in Dino Katsiametis book of business:

 

Stuart Forbes

11/14/24

VA

stuart.j.forbes@tsocorp.com

 

Kerby Haney

9/21/24

FHA

kerbyn6@yahoo.com

 

Steven Gibson

10/7/24

FHA

jackieg@cifss.org

 

Raymond Fenton

10/18/23

FHA

coachrayfenton@yahoo.com

 

Rubin Banuelos

10/28/23

FHA

rubiksbq@gmail.com

 

If asked what % of my book of business are loans closed and funded over the past 5 years purchase vs refinance loans.

 

Answer: Over the previous 5-years your percent of closed purchase vs refinance loans are approximately 38% purchase and 62% refinance

 

 

If asked what % of my clients that have closed and funded loans in my book of business have actually referred me to a new business.

 

Answer: Your referral rate could always improve, but you do have a good 22% referral rate from closed and funded loans in your book of business, that we are able to track.

 

 

If asked to show me every borrower in my current book of business that we have recently discovered a change of event in their lives.

 

Answer: We have recent notification, with in the previous 12 months:

Divorces = 4

New births = 6

Change of employment = 15

 

If asked, tell me how much on average I made on each loan that closed and funded during 2022 vs 2023.

 

Answer: You earned an average 2.42% of each closed loan in 2022 and 2.63% in 2023

 

if requested, I would like to send a gift out to all of my clients that have given me a 5 star review.

 

Answer: would you like me to place orders immediately or send a list of potential recipients for our review before we send your special thank-you?

 

If asked to tell me how much on average I made on each loan that closed and funded during 2022 vs 2023.

 

Answer: You earned an average 2.42% of each closed loan in 2022 and 2.63% in 2023