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Use case
Hi Artie and Caeli,
I’m Owen, I’ve been a mortgage lender here at Bellwether Mortgage for 12 years. I'm delighted that Jessica referred me to you and I really look forward to learning more about what you're looking for.
Jessica shared that this will be your first home. I’m here to make this as easy as possible for you, and I’d be happy to help you learn more about this process.
I understand you are looking to purchase a home in the Milton area and I could help with pre-qualification.
Are you available to speak at 12pm or 4pm tomorrow?
Look forward to connecting with you.
Use case
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Hey Hannah, I’m reaching out because I saw that you had filled in the form on our website for a demo. I saw that you lead the sales division over at Blaze. I'd love to have a conversation and see how Forma can help. How does Thursday, 10 or 11am work for you?
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Hey Hannah! I’m reaching out because I saw that you had filled in the form on our website for a demo. I saw that you lead the sales division over at Blaze. I'd love to have a conversation and see how Forma can help. How does Thursday, 10 or 11am work for you?
Hey Oliver! I’m reaching out because I saw that you had filled in the form on our website for a demo. I saw that you lead the EMEA sales team over at Catalyst. I'd love to have a conversation and see how Acme can help. How does next Monday, 3 or 4pm Eastern time work for you?
Hey Stephen! I’m reaching out because I saw that you had filled in the form on our website for a demo. I saw that you lead the sales team over at Apex. I'd love to have a conversation and see how Gotham can help. How does tomorrow, 1 or 1.30pm work for you?
Hi Artie and Caeli, I’m Owen, I’ve been a mortgage lender here at Bellwether Mortgage for 12 years. I'm delighted that Jessica referred me to you and I really look forward to learning more about what you're looking for.
Jessica shared that this will be your first home. I’m here to make this as easy as possible for you, and I’d be happy to help you learn more about this process.
I understand you are looking to purchase a home in the Milton area and I could help with pre-qualification. Are you available to speak at 12pm or 4pm tomorrow?
Look forward to connecting with you.