Intake Form Lender referral continued

Intake Form-Lender Referral

Agent(Required)

Your Name(Required)

First Last

"Who are you Insured with now?"

""Do you have online access to your policies?" **If yes** "Ok great, I am going to send you a link that will give us all the info we need to quote you and will prevent you from having to sit on the phone for 20 minutes and give us all this info" "All you have to do is click continue and then select your carrier, it will then prompt you to log into your account..it doesn't save your log in or anything like that It just sends me everything I need to quote so you don't have to" **Go to their lead in AZ- Click on it-Click SMS on the left-click select a template- and then look for Insurgrid and your name. If you just want to give them the link its always portalinsurance.com/yourfirstname

What are you paying (if didn't use insurgrid)

Occupancy Type

Property Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Is the mailing address different from the property address?

Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Are you going to have a mortgage?

Who is the lender you are working with?

Do you have their email address and phone number?

**If they push back on giving you this information use this word track if they dont move on** "One of the advantages of using Portal is we specialize in insurance for the home buying process, part of that is communicating directly with your lender to make sure our quotes meet all of their guidelines and visa versa, nothing will happen without your approval, its just a way for us to bug the lender instead of bugging you. sound good?"

Estimated Closing Date

Square feet

Year Built

Is it fortified?

Construction Type

Foundation

Roof Year

Roof Shape (https://www.tulsaprotech.com/hip-vs-gable-roof/)

Roof Material

Is there a pool?

Is it fenced?

Est Value?

Is there a diving board?

Any other structures on the property?

What are they and what are estimated values?

Is there a trampoline?

Do you have a dog?

What Type?

Total Acreage?

Do you have any livestock, chicken or goats? If so what type

Bars on windows?

Do they have quick release?

Any business ran from home?

Plumbing Year

Electrical Year

HVAC Year

Is there a garage

Year, Make and Model's of vehicles owned

Do you prefer High deductibles, low deductibles, mid range?

Your Comments/Questions

Always finish lender referral situations with this word track (if you didnt use it above) "One of the big advantages of working with portal is we specialize in insurance for the home buying process, we work with all the major carriers and will more than likely have the best rate for you as well. I will get you some quotes back and send them to you, once that happens all I need you to do is let me know that you want to go with us, I will communicate this info to your lender and they and I will take it from here and you are out of the insurance buying business for the time being, sound good?"