Hello my name is __________________, we’re following up on your inquiry for a free Loan Consolidation quote and based on some of the preliminary information you provided, we notice that you have some existing Student Loan(s).

Is this correct? “Yes/No”

This program is designed to help you manage your monthly Student Loan payments so you can get out of debt sooner. Would you be interested in learning more about this service?

“Yes/No”

I will simply need to verify and collect some basic information so we can make sure you would be a good match with this program. After I have finished the assessment I will bring a Student Loan Consolidation specialists on the line with us. OK?

MANDATORY DISCLOSURE:
Before we proceed, I would like to inform you that this call may be recorded or monitored for quality assurance. Additionally, the purpose of this call is to offer an assessment service which helps reduce your debts with current creditors.

1. I show your full name is ___________________
2. And your mailing address is listed at ____________________, correct?
3. Do you have an email address?

4. Are you currently employed? (Must have income source)
    - If No, then do you have another source of income, like a pension, disability, or other monthly stipend?
5. And are the balances on your Student Loans more than $15,000? (Must say "YES" to qualify)
6. Also have you filed for bankruptcy within the past 10 years?! (Must reply “NO” or be fully discharged to qualify)
7. Lastly are you currently enrolled with a Student Loan consolidation program already? (Must say "NO" to qualify)

Based on our initial screening, you appear to be eligible for a free loan consolidation assessment.

Please hold the line while I connect you to a specialist in your area who can further explain the program and all the many benefits it entails.

Thanks and have a great day! ---> (Transfer call to receiving agent)

Non-Qualified Applicant(s):
I’m sorry at this time we are unable to further assist you because of the following reason(s) _______________________. We appreciate your time today and will gladly try to assist you in the future should our policies change.

DATE: 01/09/2016  13:42:17
LEAD ID: 7039521
FIRST: Harold
LAST: Evans
PHONE-1: 602-418-0000
PHONE-2: 602-374-0000
ADDRESS: 123 Westlock Dr.
CITY: Phoenix
STATE: AZ
ZIP: 85014
EMAIL: harold.evans***@Gmail.com

TOTAL DEBT: $42,617
MONTHLY PAY: $1,050
INCOME: $44,000
YRS EMPLOYED: 2

TRANSFER STATUS: Call Connected Successfully
TRANSFERRED TO: EDU-Debt Co.
ORDER REF: 4375-251
CALL-AGENT: Tracy Reynolds
NOTES: Customer owes over $42k on a direct-unsubsidized student loan. He is currently struggling to make monthly payments. Looking for a payment plan that will reduce the principal.