Call Center Intake | CloseProbate.com | California Probate Experts

Call Center Intake Form

"*" indicates required fields

Step 1 of 3 - Property Information

33%

Operator: “Hi, this is [Pat]. Is this your first time calling the California Inherited Property Hotline?

(If they ask for Rick by name, just say you are assisting him)

First time caller? [REQUIRED]*

Yes

Operator:Ok, thanks! So, you’re introducing yourself. What’s your name?

Caller Name [REQUIRED]*

First Last

Returning Caller

Returning Caller Name [REQUIRED]*

First Last

Operator: “Please call us back at (800) 779-2552 Ext #4” (because you are unable transfer their call).

Offer to take their name, phone # and short message

Phone [REQUIRED]*

Message Details [REQUIRED]*

Then, terminate call.

Operator, click 'Next' until you reach last page to submit the form.

Property Location

Operator:"Are you calling about a property that’s in California?"

Property in California? [REQUIRED]*

Yes

Sorry!

Operator:“I'm sorry. We only work with California real estate at this time. Sorry that we couldn’t offer any more help. Goodbye"

Terminate call.

Consent to Give Address

Operator:“I'm going to collect some basic information along with the property address. Is that Ok?”

Caller agrees to provide property address? [REQUIRED]*

Yes

Operator [If caller balks at address]: “Ok, I totally understand.” [say with empathy & DO NOT EXPLAIN]

Operator: “I suggest you watch the videos on our CloseProbate YouTube channel and then visit our website CloseProbate.com.

Operator: Thank you for calling!

Operator: Goodbye!” [Hang up]

Caller Details

Operator:“OK, thank you. We need to find out a bit more about what you want to see happen.

Operator:“[Mr/Mrs. Last Name] Did you wish to get a loan, or did you have something else in mind?"

Caller wishes to: [REQUIRED]*

Borrow

Sell

Other

Operator:In case we get disconnected, what is the best phone number to reach you on?

Primary phone [REQUIRED]*

Is that your mobile phone? [REQUIRED]*

Yes

Best Email

Your Title:

Administrator/Executor

Trustee/Successor Trustee

Licensed Pro Fiduciary

Attorney

Court Appointed Receiver

Conservator or Guardian

Heir or Beneficiary

Agent/Broker

Creditor

Other

Property Details

Property Address [REQUIRED]*

Street Address Address Line 2 City ZIP Code

Estimated current property value?

Estimated total mortgage, loans and/or liens on property? [REQUIRED]*

Estimated New Loan Amount? [REQUIRED]*

Primary Reason for Borrowing [REQUIRED]*

Urgent (time sensitive issue)

Foreclosure

Buy-Out Other Heirs/Beneficiaries

Creditors, Claims & Back Taxes

Dispute workouts

Resolve Title Ownership issues

Squatters & Tenant Eviction

Major Repairs

Other

Property is now occupied by? [REQUIRED]*

Owner

Relatives

Tenants

Non-Paying Tenants or Squatters

Vacant

Contact Information

Do you have a preference of how we get back to you? [REQUIRED]*

Primary Phone

Text Message/SMS

No Preference

Mobile Phone

Alternate Phone

Operator:“We will need to send you documentation throughout the process.
Would you like us to send this information to the property address, or would you like to provide a different mailing address?”

Mailing Address Same as Property Address? [REQUIRED]*

Yes

Mailing Address (if different from property) [REQUIRED]*

Street Address Address Line 2 City State ZIP Code

How did you learn about us? [REQUIRED]*

Attorney Referral

Google or Online Search

Facebook

YouTube

Direct Mail/Postcard/Letter

Friend or Business Referrall

Other

Online Search Details

The NEXT STEP is a phone consultation during business hours to review eligibility. Do you have a preference when we contact you? [REQUIRED]*

No Preference

Additional Comments

Operator Comments

FAQs

Q: Do you have any referrals for property outside CA?

A: Sorry, No

Q: Who can Borrow?

A: Must be the person in charge

Heirs can sell all or a portion of their inheritance

Q: What’s your interest Rate?

A: I believe Programs start at around 9 or 10%

Q: What are your Fees?

A: Based on title and equity, facts and circumstances, and program selected

You’ll select the program after applying Today you’re just submitting a questionnaire to get pre-qualified.

Q: Time to fund?

A: 3 to 5 business days after all documents are received

You can learn more on our website: closeprobate.com