Hi, (Client Name) this is (Agent Name) with Hidden Partner Cloud, how are you?
(If they ask you, “How are you?”, you can say “I'm good, thanks for asking” then go to the next paragraph! If they have any other response ALWAYS go to the next paragraph!)
So, I understand that you were refferred by (Partner Name) at First Financial because of excessive inquiries. Are you working toward an SBA Loan approval?
(Acknowledge then continue to next paragraph)So our system is definitely the perfect fit for you, and I'll be the one assisting you create your account and set up your portal. But, before I explain what our process looks like, what credit monitoring system do you currently use to view your credit report from all 3 bureaus in one space?