Mortgage Broking Play - Role Play and Meeting with Clients

Mortage Broking Play

Table of Contents
Role Play 1.......................................................................................................................................3
Role Play 1.......................................................................................................................................4
REFERENCES................................................................................................................................6

Role Play 1
Cold Call conversation among the Broker Jack and his clients Peng and Mia
The ringing of phone..
Jack: Hello, I am Jack. Is this Mr. Peng.
Peng: Yes, How can I help you.
Jack: I am a broker. I deal in providing loan to people according their needs and at minimum
cost. I got to know from some of my resources that you and your wife are in seek of
some loan amount for purchasing a property . If you are interested can you please give
me few minutes of yours.
Peng: Yes, you got the right information, we are looking forward to purchase a house through
loan. If you can provide us with good deal. We are very much interested. But before that
we would like to know something about your firm.
Jack: Sir, I am a broker under HVC Bank. I am in this profession since last 5 years and can
provide you best loan amount at interesting offers with flexible rules. It is important to
have broker to avail loan as they can we can provide best offer and the process of taking
loan will also become easy. You would not have to get jumbled in many formalities as
they all will be settled by us only.
Peng: OK Sir, I am interested. Could you please elaborate your loan policies.
Jack: Thank you. Sir. Can I have some information about you so that is can provide you with
best offer.
Peng: My wife Mia and I, both are from Australia and are residing in Taiwan and has got the
status of permanent resident. We are running a small bakery over here along with our
jobs and are planning to purchase our first property
Jack: OK sir, what size of property would you like to have.
Peng: See, we are planning to have a one bedroom condominium which was built 6 months ago.
But we are also planning to have a baby in near future, so we are thinking to have a large
apartment so as to satisfy our needs.
Jack: According to me, you should prefer an apartment, so that you can satisy your future needs
as well. Do you have any savings to support your purchase?
Mia: Yes, we have saved around $ 95000 for purchasing the Condominium. We would like to
use this amount for purchasing it.