⚠️ Archived — this is no longer the team playbook

PRESO XX is the playbook now. This page is kept so the original wording stays readable, but it is not maintained and it is not what the team runs calls from. Anything you need is in PRESO XX, in English and Spanish, with the co-borrower panel, offer options and App Info. Open PRESO XX →

📘 The Playbook · ARCHIVED

Kept for reference only — superseded by PRESO XX on 13 Sep 2026.

YOUR NAME (fills the script — saved on this device)

CLIENT NAME

LENDER / BANK

PROPERTY ADDRESS

CO-BORROWER NAME

SPOUSE / CO-BORROWER ON THE FILE?

📝 Client Facts▾

Age State Tobacco / nicotine

Heart attack · stroke · cancer · diabetes

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?

▸ Full chart

📋 App Info▸

Email · DOB · last 4 social · beneficiary · income · premium · carrier · bank. Tap any row to copy.

🏦 Bank Routing▸

Type the bank + pick the state.