📘 The Playbook
A/AA · A1 · voicemail · presentation · close · eApp — nothing is stored on a server.
YOUR NAME (fills the script — saved on this device)
CLIENT NAME
LENDER / BANK
PROPERTY ADDRESS
CO-BORROWER NAME
SPOUSE / CO-BORROWER ON THE FILE?
No — single
Yes — couple
🧹 Clear fields — next client
🇺🇸 English
🇲🇽 Español
📞 A
🕰️ AA / A1
📼 VM
🎤 Present
🛡️ REBUTTALS →
🏦 With my bank?
❓ Is this required?
👶 We're young
💸 Can't afford it
🚫 Not interested
⏱️ I'm busy
❓ Who is this?
💲 How much is it?
📅 Call me back later
Got it ✕
📝 Client Facts
▾
Age
State
State…
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Tobacco / nicotine
YES
NO
Heart attack · stroke · cancer · diabetes
YES
NO
Meds (what they're for)
Mortgage amount
Min monthly payment
Monthly income
Beneficiary
💡 What to Offer
▾
Enter the mortgage amount to see % of loan options.
📏 Build Chart
▸
Height + weight → Term or Critical Period?
Height…
4'8
4'9
4'10
4'11
5'0
5'1
5'2
5'3
5'4
5'5
5'6
5'7
5'8
5'9
5'10
5'11
6'0
6'1
6'2
6'3
6'4
6'5
6'6
▸ Full chart
📋 App Info
▸
Email · DOB · last 4 social · beneficiary · income · premium · carrier · bank. Tap any row to copy.
⧉ Copy everything
🏦 Bank Routing
▸
State…
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Type the bank + pick the state.