Chosen CRM
Mortgage Edition

Sales Playbooks

Proven scripts, templates, and objection handlers from top producers

Your Playbook Library

Battle-tested scripts and templates used by top-producing LOs

5
calls
5
emails
5
objections
5
video
Top Rated
Cold Calls

Cold Call Introduction

A proven opening that gets past "I'm not interested" and builds immediate rapport.

2 min read
Follow-ups

Follow-Up Call Script

Re-engage leads who went cold with this value-first approach.

2 min read
Rate Calls

Rate Discussion Call

Present rates confidently while focusing on total value and monthly payment.

3 min read
Popular
Closing

Closing Call Script

Guide hesitant borrowers to commitment with assumptive closes.

3 min read
Referrals

Referral Ask Script

Ask for referrals naturally without feeling pushy.

2 min read
High Converting
Partner Outreach

Partner Introduction Email

Introduce yourself to new realtor partners with a value proposition they can't ignore.

1 min read
Nurture

Borrower Nurture Email

Keep leads warm with valuable content while they're still shopping.

1 min read
Milestones

Pre-Approval Letter Email

Send pre-approval letters with confidence-building language.

1 min read
Milestones

Closing Congratulations

Celebrate the close and set up future referrals.

1 min read
Market Updates

Rate Update Email

Keep your database engaged with market updates.

1 min read
Essential
Rate Objections

Rate Too High Objection

When they say "your rate is higher than what I saw online" - here's your response.

2 min read
Timing Objections

"Not Ready Yet" Objection

When they're waiting for rates to drop or "the right time."

2 min read
Trust Objections

"Need to Think About It"

Uncover the real objection hiding behind "let me think about it."

2 min read
Trust Objections

"Need to Talk to My Spouse"

Respect the decision while keeping momentum.

2 min read
Competition

"Shopping Multiple Lenders"

Position yourself as the obvious choice among competitors.

2 min read
New
Market Updates

Weekly Market Update

60-second video script for sharing rate trends and market news.

60 sec
Education

First-Time Buyer Tips

Educational video that positions you as the expert for new buyers.

90 sec
Education

Mortgage Myth Buster

Debunk common mortgage myths and build credibility.

45 sec
Testimonials

Testimonial Request

Ask for video testimonials in a way that gets results.

30 sec
Education

Rate Explainer Video

Help borrowers understand how rates work and why they fluctuate.

75 sec
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