The Floor

A look at the Floor.

The same filter you tap all day, over sample rows: the borrowers Athena is warming up, and what each conversation hands you when you open it.

Marisol Vegawe close next month, need a preapprovalHotJust now

Hi Marisol, this is Alex. Dana Reyes said you found the place. Want to get your preapproval squared away this week?

we close next month, need a preapproval

What you open with

She has a closing date and needs a letter. Open on documents, not rates.

Dwight Ferrarowhats the rate right nowHotMinutes ago

Hi Dwight, this is Alex. Are you still thinking about lowering the payment on your home?

whats the rate right now

What you open with

He asked for a rate before anything else. Lead with the rate, then the payment.

Priya Nandakumarnot now, try me in the springRepliedThis morning

Hi Priya, this is Alex. Worth a quick call to see what you could do with the equity in your home?

not now, try me in the spring

What you open with

Not a no. Parked until spring, and she will hear from Athena before you call.

Curtis Boylethursday afternoon worksBookedThis morning

Alex can walk you through it Thursday afternoon, does that work?

thursday afternoon works

What you open with

Booked. He is under contract and wants the closing costs first.

Renata Sifuenteshow much do i need downHotAn hour ago

Hi Renata, Omar Haddad said you are close on a condo. Want to see your options before you write the offer?

how much do i need down

What you open with

She asked about the down payment. Have her programs ready before you dial.

Ahmad Karimalready have a lenderRepliedYesterday

Hi Ahmad, this is Alex. Want a second set of eyes on the loan on your home?

already have a lender

What you open with

He has a lender. Parked, and Athena will not text him again unless he writes back.

Lena Okaforput me down for friday morningBookedYesterday

Alex has Friday morning free, shall I put you down?

put me down for friday morning

What you open with

Booked Friday morning. She is buying her first home and wants to know what she qualifies for.

Travis Mundtwho is thisRepliedYesterday

Hi Travis, this is Alex. Are you still thinking about refinancing your home?

who is this

Alex, a licensed loan officer. Say stop and I will not text you again.

What you open with

He asked who we are and she answered plainly. Do not open with a pitch.

Sample rows. Nobody here is a real person and no conversation in it ever happened.

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