Hey {name}! This is {bot_name}, I'm an assistant with {agent_name}. Thanks for contacting us regarding your mortgage on {lead_source} 🙂. I wanted to shoot you an email here but you might also receive another message from us elsewhere. What type of loan are you looking for? VA, Conventional, FHA, etc...

Sent by AI assistant

I need a conventional loan.

Sent by Lead

Getting the right type of loan for your needs is important! We'd be happy to discuss those options with you more. And how do you plan on using the property? As an investment, vacation rental, or primary residence (or maybe something else)?

Sent by AI assistant

I'm going to drive this vehicle for personal usage.

Sent by Lead

Got it! And what locations are you looking in?

Sent by AI assistant

I'm looking in Iowa.

Sent by Lead

We'll send you some properties around there. There are just a few more questions we have to get all the info we need. 1. How do you plan on using the property? As an investment, vacation rental, or primary residence (or maybe something else)? 2. What locations are you looking in? 3. What's the price range of the properties you're looking at?

Sent by AI assistant

I like 3 bed, 3 bath properties under 200k.

Sent by Lead

Ok, got all that down. What's the price range you're looking at properties in?

Sent by AI assistant

$200K to $300K.

Sent by Lead

We'll put together some listings in that range!

Sent by AI assistant

This is a great start, thanks for this info! Now I had just a few more questions about the loan you're looking for 🏦 How much would you like to use for a down payment?

Sent by AI assistant

I'll use a down payment of $40,000

Sent by Lead

That's great! Thanks for letting us know you're considering putting that much down. And what is your approximate credit score?

Sent by AI assistant

I've got a credit score of 720.

Sent by Lead

Thanks! That'll help us determine what's available for your loan.

Sent by AI assistant

Looks like we've got a lot of great info to use to put together some loan options. I'd love to get just a little bit more info from you if possible. Do you currently own your own home, and if so would you need to sell it before you purchase a new one?

Sent by AI assistant

I need to sell before I buy.

Sent by Lead

Understood. We'll want to make sure to get your property sold before you're in your new home then! Are you already committed to any other real estate agent?

Sent by AI assistant

I'm not working with an agent.

Sent by Lead

Perfect, we would love to introduce one of our agents to you! And are you already working with any other loan officers at this time?

Sent by AI assistant

I'm not working with a lender.

Sent by Lead

Wonderful, our team would love to work with you! The loan process can be tricky, I'll have my associate follow up with you shortly to be sure you're all set with the info you need! If you have anymore questions just let me know, otherwise have an awesome day!

Sent by AI assistant