Outliers Lead Form
Cardinal Financial · NMLS #66247
LEAD #
Lead Info
Bankruptcy Details
Bankruptcy Chapter
Chapter 7
Chapter 13
Call Steps
Strong Opening — Introduce yourself, build rapport, confirm you're speaking with the right person
Qualifying Questions — Confirm they received your mailer / how they heard about you
Transition the Call — Paint the picture of why we're talking about credit, income & property to discover options
Goals
Debt Consolidation
Cash Out
Home Improvements
Other
Credit
Mortgage Lates Last 12
Mortgage Lates Last 24
Bankruptcy
Review Debt & Actual Payments
Lender Payment Lender Payment
TOTAL DEBT PAYMENTS
$0
⛔ STOP
HOW MUCH LEFTOVER
$
Income
Borrower 1
W-2
Salary
$ /yr
Hourly
$/hr
hrs/wk
Bonus
$ /yr
Comm.
$ /yr
Self-Employed
Schedule C
$ /yr
S-Corp
$ /yr
Partnership
$ /yr
Other
SSI
$ /mo
Pension
$ /mo
VA
$ /mo
Child/Alim
$ /mo
2nd Job
$ /mo
Est. Monthly Income — Borrower 1
$0.00 / mo
Borrower 2 (if applicable)
W-2
Salary
$ /yr
Hourly
$/hr
hrs/wk
Bonus
$ /yr
Comm.
$ /yr
Self-Employed
Schedule C
$ /yr
S-Corp
$ /yr
Partnership
$ /yr
Other
SSI
$ /mo
Pension
$ /mo
VA
$ /mo
Child/Alim
$ /mo
2nd Job
$ /mo
Est. Monthly Income — Borrower 2
$0.00 / mo
Total Household Monthly Income
Borrower 1 + Borrower 2
$0.00 / mo
Property
Manu Double Wide
Manu Single Wide
Single Family
Condominium
2 - 4 Unit
Townhouse
Any part under construction?
Any upgrades you want to do?
Asked: Is there any water damage, roof damage, chipped or peeling paint on outside or inside, damaged/broken windows or holes in siding?
Is homeowner's insurance escrowed currently?
Recap
Thank them for sharing all of the information. "It's not easy to open up."
Recap their goals and what they want to accomplish
Ready to log this lead? Data will be sent to the Outliers Google Sheet