Additional Borrowing
You'll be taking incoming calls from existing customers looking to increase their borrowing on their mortgage. You'll be using effective questioning to find out the amount they want to borrow, over what period of time and what the purpose is, advising the customer of any arrangement fees they may incur.
Mortgage Acquisition
You will be taking incoming calls from new or existing customers looking for information regarding our mortgages. You'll be guiding them through the application process by firstly doing a general fact find to find out the customer's position and requirements. The queries could vary between what the current rates are, how much they could borrow based on their salary or even having a more detailed discussion on the differences between the mortgages we offer and which would be more suitable.
Once you've matched the customers needs to the right product, you'll be taking them through a mortgage quotation - prompted through a scripted screen. Following tight regulatory guidelines the customer will be sent the quotation in the post, so you'll be chasing your own leads through outbound calling to complete the application.
Options
You'll be taking incoming calls from existing customers who have a mortgage with us. The main query you'll be dealing with is customers looking to switch their existing agreement. You will be using effective questioning to find out why they are looking to switch their mortgage with the aim of retaining the customer and their business and offer additional products where appropriate.
