📘 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
📞 A / AA
🕰️ A1
📼 VM
🎤 Present
🛡️ REBUTTALS →
🏦 With my bank?
❓ Is this required?
👶 We're young
💸 Can't afford it
🚫 Not interested
Got it ✕
📝 Client Facts
▾
Age
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.