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Incoming Phone Calls
Marshall Tague
2022-03-07T14:29:31-07:00
Incoming Phone Calls
What company is the call for?
(Required)
Mortgage
Insurance
Planning
Financial
Realty
Private Money (Klinkloans)
Mortgage: Who does the caller want to talk to?
(Required)
Home Loan Advisor - Jarred Kuiper
Home Loan Advisor - Brian Ream
Home Loan Advisor - Matt Curtis
Mortgage: The caller is a...
Previous customer looking to start a new transaction
Current customer in the middle of a transaction
Not a customer looking to start a transaction
Vendor
Other
Mortgage: What does the caller want help with?
Purchase
Refinance
HELOC
One Move
Other
Realty: Who does the caller want to talk to?
(Required)
Real Estate Advisor - Nate Swartz
Real Estate Advisor - Justin Donnell
Realty: The caller is a...
Previous customer looking to start a new transaction
Current customer in the middle of a transaction
Not a customer looking to start a transaction
Vendor
Other
Realty: What does the caller want help with?
Buying a home
Selling a home
Renting a home
Other
Insurance: Who does the caller want to talk to?
(Required)
Brandon Ream - New Contact Quotes
Joy Smith - Current Customer/Renewal Quotes
Joy Smith - Service Request
Insurance: The caller is a...
Current customer
Not a current customer
Vendor
Other
Insurance: What does the caller want help with?
Auto Insurance
Home Insurance
Umbrella Insurance
Other
Insurance: What does the caller want help with?
(Required)
Update personal info
Claim
Vehicle change
Mortgage change
Get ID cards
Share documents
Make payment
CLUE request
Cancel policy
Other
Planning: Who does the caller want to talk to?
(Required)
Ryan Delviken
Jake Norton
Planning: The caller is a...
Current customer
Not a current customer
Vendor
Other
Planning: What does the caller want help with?
Health Insurance
Life Insurance
Long-Term Care Insurance
Medicare
Medi-Share
Long Term Care
Disability
Estate Planning
Other
Financial: Who does the caller want to talk to?
(Required)
Jake Norton
Brian Ream
Financial: The caller is a...
Current customer
Not a current customer
Vendor
Other
Financial: What does the caller want help with?
Investment Management
401(k)s
403(b)s
IRA
Mutual Funds
Other
Private Money: Who does the caller want to talk to?
(Required)
Jean Klinkhamer
Mike Zins
Private Money: The caller is a...
Current customer
Not a current customer
Vendor
Other
Private Money: What does the caller want help with?
Hard Money
Fix & Flips
Construction Loans
Short Term Rental Loans
Group Homes
Trustee Sales
1031 Exchange
Bridge Loans
Business Purpose Loans
Other
Name
(Required)
First
Last
Phone
Email
Notes: What are the details?
The more details the better.
How did you hear about us?
On a scale of 1-5, how urgent is this call?
(Required)
1 = NOT urgent at all, 5 = VERY urgent - emergency
1
2
3
4
5
Did you or the caller schedule a Calendly appointment?
(Required)
Yes
No
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