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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