Template's

Home Financing process

Financing template

Good salespeople focus on sales and achieving great outcomes. Great salespeople sell solutions. Truly exceptional salespeople sell emotions and experiences.

Financing map step by step:

Financing step by step:

(#101) Are customers looking for finance?
(#102 A) Looking for finance
(#102 B) Looking for Cash
(#103) Ask customer for a Contact:
(#104 A) Call customer
(#104 B) Call Customer Second Approach
(#105 A) Financing application online
(#105B B) In the meantime send Income
(#106 A) Most recent three months of pay stubs
(#106 B) Income Verification Link
(#107) Help you find the perfect vehicle
(#108) In case a Bank asks for SIn Number
(#109) In case you have any questions
(#110) You are approved
(#111) Ask the type of car you’d like
(#112) Request DL & Voided cheque
(#116 -118) Insurance confirmation

(#101) Questions to Ask from customers

(#102 A) Looking for finance

(#102 B) Looking for Cash

(#103) Ask customer for a Contact

(#104 A) Call customer

(#104 B) Second Approach, Call Customer

(#105) Financing application online

(#105 A) Send text #2 Financing application

(#105 B) Send text, received your auto loan application

(#105 C) You don't get a financing application yet!

(#105 D) Send a text to old customer

Ask for Income!

(#106 A) NorthLake proof of income

(#106 A) Lendcare Proof of income

(#106 B) Income Verification Link

(#107) Help you find the perfect vehicle

(#108) In case a Bank asks for SIn Number

(#109) In case you have any questions

(#110) You are approved

(#111) Ask the type of car you’d like

(#112) Request DL & Voided cheque

(#116) Lendcare Insurance confirmation

(#117) Iceberg Finance Insurance confirmation

(#118) NorthLake Insurance confirmation

(#125) I have your approval for the

More Information!

(#201) Guide you through the financing process

(#202) Improving your Credit

(#203) How to improve your credit?

(#204) Work as an agent for Car Catch

* I'm not sure yet if I want to pay in cash or finance it

* Follow up call

* Payout structure

* Why the dealer should sign up with us?

* What is the benefit of signing up as a dealer?

General Questions template

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    Good salespeople focus on sales and achieving great outcomes. Great salespeople sell solutions. Truly exceptional salespeople sell emotions and experiences.

    (#151) Common questions

    (#152) Your inquiry regarding financing options.

    (#153) My finance manager will give you call:

    (#154) Make a down payment

    (#155) Try to call

    (#156 A) Our Address

    (#156 B) I like to see the car (Address)

    (#157) What is the Interest rate?

    (#158) Which banks are you partnering with?

    (#159) My credit is really bad, Can I do financing?

    (#160) Cash or finance? Which deal is a better deal?

    (#161) I have few quotations. about financing

    (#162) My credit is really bad, Can I do financing?

    (#163) Buy Cash: Dealer contact

    (#164) Is the price negotiable?

    (#165) Follow up with Customers a days later.

    (#166) I want to take it to the mechanics

    (#167) Don't hesitate to contact me

    (#168) Can I come over to see the car before starting the financing process?

    (#169) Auto Insurance

    (#170) Can I see the car? Can I book a viewing?

    (#171) I’d like to see the car before applying for finance.

    (#172) What warranties are offered?

    (#173) What's a Cosigner?

    (#174) Carfax

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