Strengths:
- Kasey executes on the strong intro.
- While locating the loan, Kasey is quick to acknowledge the confusion the client is facing with empathy. Good! Later in the call, she goes on to further acknowledge his concerns with empathy.
- Kasey advises the client that the credit pull effects the credit score by 3-5 points.
- Good use of positive language: Absolutely!
- Kasey executes on the strong close.
Opportunities:
- Digging deep. In the beginning of the call, the client mentions that he thinks QL is checking with other backs to see "who can qualify" him and he thinks this is negatively impacting his credit. While Kasey correctly advises the client that the pull from QL effects it by only 3-5 points, she does not go back
- Kasey executes on the strong intro.
- While locating the loan, Kasey is quick to acknowledge the confusion the client is facing with empathy. Good! Later in the call, she goes on to further acknowledge his concerns with empathy.
- Kasey advises the client that the credit pull effects the credit score by 3-5 points.
- Good use of positive language: Absolutely!
- Kasey executes on the strong close.
Opportunities:
- Digging deep. In the beginning of the call, the client mentions that he thinks QL is checking with other backs to see "who can qualify" him and he thinks this is negatively impacting his credit. While Kasey correctly advises the client that the pull from QL effects it by only 3-5 points, she does not go back