Spencer, you have a new lead!
Contact Details:
Name: John Doe
Email: [email protected]
Phone: (123) 110-0000
Property Address: 123 Main St, San Antonio Texas 78228
Who will be responsible for paying your mortgage if you were to die, become disabled or become unemployed? My Child/Children
Would you like your mortgage protection plan to include living benefits that will pay you if you get sick and unable to work? Yes
How much Mortgage Protection is needed for you and your family? Enough to pay my entire mortgage off
What is your favorite vegetable? Potato
Additional Information:
1. How would you rate your health ? Good
2. Have you used tobacco in the last 12 months? No
3. Do you have a co-borrower on this mortgage? No
4. How much is remaining on your mortgage loan? Less than $300,000
5. What is the name of the person you want listed as your beneficiary? Mario And Ricardo
6. Would you like your Advisor to provide you information about the Mortgage Payoff Program, that helps homeowners pay off their mortgage in 7-9 years, without refinancing or spending any additional money per month? Yes
7. What is the name of your current mortgage lender? Midland Mortgage
Preferred Contact Number: 352-674-5000