Birthday
Hi, I am just calling to wish you a very happy Birthday! I hope you have a wonderful day and I look forward to talking to you again soon. Take care, XYZ Company
Birthday recording example
Fixed Rate Expiry
Hi, I was just calling because your fixed rate expires in 3 months and Id like to get you into XYZ company for a loan review. Please call the office on 3333 33333. Thanks, XYZ Company.
Fixed Rate Expiry recording example
Interest Only Expiry
Hi, I was just calling because your interest only period expires in 3 months and Id like to get you in for a loan review. Please call the office on 3333 33333. Thanks, XYZ Company.
14 Day Loan Anniversary Courtesy Call
Hi, I was just calling because its been 14 days since your loan settled with us. We hope all is well and I wanted to make sure all your accounts are operating correctly or if you need any further offset accounts. Remember to call us with anything you need with your loans. Regards, XXX from XYZ Company
6 Months Loan Anniversary
Hi, I was just calling because its been 6 months since your loan settled with us. We hope all is well and remember call us with anything you need with your loans. Regards, XXX from XYZ Company
1 Year Loan Anniversary
Hi, I was just calling because its been a year since your loan settled with us. We hope all is well and remember call us with anything you need with your loans. Regards, XXX from XYZ Company
2 Year Loan Anniversary
Hi, I was just calling because its been a 2 years since your loan settled with us. We hope all is well and remember call us with anything you need with your loans. Regards, XXX from XYZ Company
3 Year Loan Anniversary Hi, I was just calling because its been 3 a years since your loan settled with us. We hope all is well and remember call us with anything you need with your loans. Regards, XXX from XYZ Company