"Hi, Borrower. This is Ben Carmona, Mortgage Planning Consultant. We received your name from (Agent Partner) after you visited one of her open houses over the weekend. Do you have a few moments so that I can ask you some questions to determine if I can help you with your real estate needs? Great!"
"At what stage of the home buying or selling process are you?"
"When do you think you want to buy or sell?"
"Have you selected a Realtor to help you sell and buy?"
"Have you met with a lender to determine your maximum home buying power?"
"Great. There are several strategies for both of these situations that can save you time and money. Would it be appropriate to have a discussion with you now?"