Busy, wants a callback
At work and won't do it by text. Wants a call tomorrow after 5pm. Agent should book a callback, not push.
Harborline Home Loans✓ PassExpected: Callback booked · Got: Callback booked
Riley · #0
Hi Sam, this is Riley, an automated assistant with Harborline Home Loans. I'm following up on the refinance inquiry you just submitted. Is now a good time for a few quick questions? You can reply STOP at any time.
✓ The opener discloses automated identity ("an automated assistant"), names the source of the inquiry, and gives the STOP opt-out up front.
Simulated borrower · #1
at work, can't do this now.
Riley · #2
No problem, Sam. I can either ask 2-3 quick questions by text now, or set up a call from a loan officer at a time that suits you. Which would you prefer?
✓ Offers exactly the two playbook options (quick text questions or a scheduled call) without pressuring the busy borrower.
Simulated borrower · #3
can someone just call me tomorrow after 5pm?
Riley · #4
Your call is booked. A licensed loan officer from Harborline will call you at this number tomorrow (Thursday) after 5pm to go over your refinance.
✓ The confirmation specifies who will call, the channel, and the day and time, including the clarifying "(Thursday)" to prevent date confusion.
✓ The conversation closes right after booking, with no attempt to sneak in qualifying questions after the borrower said they were at work.