Strengths:
Tara greets the client in a polite and a professional tone.
From here, she digs deeper to gain a better understanding of the client's concerns being the escrow shortage.
She does a great job providing the available options of the payment to remove the shortage and how the payments will increase from here.
Great job, informing the client of the payment setup although he may deposit extra funds and it may come back as a overage on the annual analysis.
She also offers helpful information regarding shopping to a lower HOI premium or applying for a tax exemption if applicable.
Inches:
Empathy ( 3:55) At this point in the call, offering an empathetic statement will assist with being relatable to show you see where the client
Tara greets the client in a polite and a professional tone.
From here, she digs deeper to gain a better understanding of the client's concerns being the escrow shortage.
She does a great job providing the available options of the payment to remove the shortage and how the payments will increase from here.
Great job, informing the client of the payment setup although he may deposit extra funds and it may come back as a overage on the annual analysis.
She also offers helpful information regarding shopping to a lower HOI premium or applying for a tax exemption if applicable.
Inches:
Empathy ( 3:55) At this point in the call, offering an empathetic statement will assist with being relatable to show you see where the client