Harness the power of your Call Genie (CG) tool to elevate your sales strategy, improve borrower interactions, and streamline your workflow. Use this guide to maximize the value of the CG tool’s comprehensive call summaries, which include, Call Details, Homeowners Information, Key Talking Points, Actionable Items, Personal Insights, Follow-Up Message, and Call Transcript.
Key Talking Points
- What it is: Summary of key topics from the call—borrower goals, concerns, product options, and qualifications
- Use it for: Quickly refresh before follow-ups to stay aligned with borrower priorities.
Actionable Items
- What it is: Clear next steps and commitments made during the call
- Use it for: End-of-day check-ins to prioritize follow-ups and keep your CRM updated.
Personal Insights
- What it is: Personal details shared by the borrower (e.g., hobbies, family, life events)
- Use it for: Referencing in follow-ups to build rapport and strengthen relationships.
Follow-Up Message
- What it is: A suggested, customized email based on the call
- Use it for: Fast, personalized outreach—just add one unique detail from the call.
Call Transcript
- What it is: Full call transcription for review
- Use it for: Coaching, performance review, and spotting missed opportunities or wins
