When someone goes to book a call, what’s the harm in asking a few questions first?
Purchase, refinance, or renewal.
Who referred them.
Employed or self-employed.
But most people will fill it out anyway.
And just like that, you’ve saved yourself three to five minutes on the discovery call.
Some brokers ask ten or more questions.
Especially when lead flow is high and they’re trying to filter properly.
It’s almost like getting part of the application done
without opening an application.
There’s also a psychology to it.
When someone answers questions before the call,
they know this is real.
They’re not just booking to kill time.
It sets the tone.
And everything after that
feels like an actual business conversation.
