Work Smarter
Prioritize the Most Actionable Opportunities with Just a Few Taps
Take the TrustEngine App for a spin to experience first-hand how easy it is to create meaningful conversations that lead to more incremental loans.
Before You Start
We recommend switching to a computer to experience this demo to its fullest.
Continue
Let's Talk
Curious to Learn More?
Work Smarter
Prioritize the Most Actionable Opportunities with Just a Few Taps
Take the TrustEngine App for a spin to experience first-hand how easy it is to create meaningful conversations that lead to more incremental loans.
You Just Got a Prioritized Opportunity Notification
Tap on the notification to start the demo.
Let's Talk
Curious to Learn More?
<iframe src="https://go.trustengine.com/hubfs/Genially%20Creatives/Details-Lisa-Ashe-240px-horizontal.png" style="border:0px #ffffff none; border-radius: 25px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Sales Strategy at Your Fingertips
Understand exactly what is going on in the borrower’s life and identify the best next step.
Scroll down to see relevant reasons to contact the Prioritized Opportunity.
Easy Access to Relevant Information
Scroll down to see how the app provides reasons to contact the Prioritized Opportunity.
Ready to Continue?
Let's Talk
Curious to Learn More?
Engagement as Easy as 1, 2, 3…
Find ready-made scripts optimized for starting a meaningful conversation.
Equity: $250,120
Your Trusted Scripts Repository...
Let's Talk
Curious to Learn More?
Email, Text or Call – It’s Your Choice!
You choose the method you want to reach out.We provide an optimized script with key information already embedded in.
Just Copy & Go!
Let's Talk
Curious to Learn More?
Take Action Directly from The App
Reach Out By Text
Let's Talk
Curious to Learn More?
Adapt the Scripts to Your Tone & Style
Send our suggested script verbatim or make edits as you deem fit. You are in full control!
LA
Lisa A.
Let's Customize!
Let's Talk
Curious to Learn More?
Adapt the Scripts to Your Tone & Style
Send our suggested script verbatim or make edits as you deem fit. You are in full control!
LA
Lisa A.
Finished Editing? Send Your Message!
Let's Talk
Curious to Learn More?
Your Message is on Its Way!
Our scripts provide a clear, persuasive messaging that builds trust, addresses client concerns, and closes more deals.
LA
Lisa A.
Discover More
Hey! This is Rich Sims from ABC Lending. I can help you and your family move into a bigger home with confidence through an easy to understand presentation of your options. Are you intersested in more space but unsure how to start? Text or call me back and let's chat.
Let's Talk
Curious to Learn More?
Let's Manage Your Best Opportunities
Set a reminder for any of your opportunities straight from the dashboard.
Set a Reminder
Let's Talk
Curious to Learn More?
Set Reminders for Later from the Dashboard
Select New Reminder
Let's Talk
Curious to Learn More?
Customize Your Reminder
Set a time and date that you think is best to reach out to your opportunity again. Choose from options or pick your own date and time.
Set for 24 hours
Let's Talk
Curious to Learn More?
Your Reminder is Almost Ready
After selecting an option, confirm the best time and date by clicking "Set Reminder".
Set Reminder
Let's Talk
Curious to Learn More?
24 Hours Later...
Opportunity moves back to the inbox view at the time you set. You'll get a push notification to your phone when this occurs.Lisa Ashe submitted an application, let's archive this Opportunity.
Let's Archive
Let's Talk
Curious to Learn More?
24 Hours Later...
Opportunity moves back to the inbox view at the time you set. You'll get a push notification to your phone when this occurs.Lisa Ashe submitted an application, let's archive this Opportunity.
Archive for Later
Let's Talk
Curious to Learn More?
Archive Your Opportunities
Archiving your opportunities allows you to clear up some space in your inbox and categorize Opportunities based on recent activity. L. Ashe submitted an application, select that reason below!
Select Reason
Let's Talk
Curious to Learn More?
Archive Your Opportunities
Archiving your opportunities allows you to clear up some space in your inbox and categorize Opportunities based on recent activity. L. Ashe submitted an application, select that reason below!
Confirm Selection
Let's Talk
Curious to Learn More?
Let's Jump Over to Your Archive View
After your Opportunity has been archived it will no longer appear in your primary inbox. Instead it will appear in the Archive View along with other Archived Opportunities.
Select Archive
Let's Talk
Curious to Learn More?
Archived Opportunities Dashboard
All Archived Opportunities are listed here from most recent to oldest. When the list gets long, you can use the search bar to find another Archived Opportunity.
You're All Set!
Click the button below to jump back to your Inbox View.
Go To Inbox View
Let's Talk
Curious to Learn More?
Stay Organized via The App’s Dashboard
Discover new Prioritized Opportunities or follow up on your recent communications.
Curious to Learn More?
Let's Talk
<iframe src="https://meetings.hubspot.com/julie-thorn/sdr-round-robin-embed" style="border:0px #ffffff none; border-radius: 10px; margin-top: -200px" name="myiFrame" scrolling="no" frameborder="0" marginheight="0px" marginwidth="0px" allowfullscreen></iframe>
Schedule a Call With Our Team
Pick the time that works best for you to chat with one of our specialists.
Find a Time!
Schedule Now
Restart Demo
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Transcript
Work Smarter
Prioritize the Most Actionable Opportunities with Just a Few Taps
Take the TrustEngine App for a spin to experience first-hand how easy it is to create meaningful conversations that lead to more incremental loans.
Before You Start
We recommend switching to a computer to experience this demo to its fullest.
Continue
Let's Talk
Curious to Learn More?
Work Smarter
Prioritize the Most Actionable Opportunities with Just a Few Taps
Take the TrustEngine App for a spin to experience first-hand how easy it is to create meaningful conversations that lead to more incremental loans.
You Just Got a Prioritized Opportunity Notification
Tap on the notification to start the demo.
Let's Talk
Curious to Learn More?
<iframe src="https://go.trustengine.com/hubfs/Genially%20Creatives/Details-Lisa-Ashe-240px-horizontal.png" style="border:0px #ffffff none; border-radius: 25px;" name="myiFrame" scrolling="yes" frameborder="0" marginheight="0px" marginwidth="0px" height="350px" width="200px" allowfullscreen></iframe>
Sales Strategy at Your Fingertips
Understand exactly what is going on in the borrower’s life and identify the best next step.
Scroll down to see relevant reasons to contact the Prioritized Opportunity.
Easy Access to Relevant Information
Scroll down to see how the app provides reasons to contact the Prioritized Opportunity.
Ready to Continue?
Let's Talk
Curious to Learn More?
Engagement as Easy as 1, 2, 3…
Find ready-made scripts optimized for starting a meaningful conversation.
Equity: $250,120
Your Trusted Scripts Repository...
Let's Talk
Curious to Learn More?
Email, Text or Call – It’s Your Choice!
You choose the method you want to reach out.We provide an optimized script with key information already embedded in.
Just Copy & Go!
Let's Talk
Curious to Learn More?
Take Action Directly from The App
Reach Out By Text
Let's Talk
Curious to Learn More?
Adapt the Scripts to Your Tone & Style
Send our suggested script verbatim or make edits as you deem fit. You are in full control!
LA
Lisa A.
Let's Customize!
Let's Talk
Curious to Learn More?
Adapt the Scripts to Your Tone & Style
Send our suggested script verbatim or make edits as you deem fit. You are in full control!
LA
Lisa A.
Finished Editing? Send Your Message!
Let's Talk
Curious to Learn More?
Your Message is on Its Way!
Our scripts provide a clear, persuasive messaging that builds trust, addresses client concerns, and closes more deals.
LA
Lisa A.
Discover More
Hey! This is Rich Sims from ABC Lending. I can help you and your family move into a bigger home with confidence through an easy to understand presentation of your options. Are you intersested in more space but unsure how to start? Text or call me back and let's chat.
Let's Talk
Curious to Learn More?
Let's Manage Your Best Opportunities
Set a reminder for any of your opportunities straight from the dashboard.
Set a Reminder
Let's Talk
Curious to Learn More?
Set Reminders for Later from the Dashboard
Select New Reminder
Let's Talk
Curious to Learn More?
Customize Your Reminder
Set a time and date that you think is best to reach out to your opportunity again. Choose from options or pick your own date and time.
Set for 24 hours
Let's Talk
Curious to Learn More?
Your Reminder is Almost Ready
After selecting an option, confirm the best time and date by clicking "Set Reminder".
Set Reminder
Let's Talk
Curious to Learn More?
24 Hours Later...
Opportunity moves back to the inbox view at the time you set. You'll get a push notification to your phone when this occurs.Lisa Ashe submitted an application, let's archive this Opportunity.
Let's Archive
Let's Talk
Curious to Learn More?
24 Hours Later...
Opportunity moves back to the inbox view at the time you set. You'll get a push notification to your phone when this occurs.Lisa Ashe submitted an application, let's archive this Opportunity.
Archive for Later
Let's Talk
Curious to Learn More?
Archive Your Opportunities
Archiving your opportunities allows you to clear up some space in your inbox and categorize Opportunities based on recent activity. L. Ashe submitted an application, select that reason below!
Select Reason
Let's Talk
Curious to Learn More?
Archive Your Opportunities
Archiving your opportunities allows you to clear up some space in your inbox and categorize Opportunities based on recent activity. L. Ashe submitted an application, select that reason below!
Confirm Selection
Let's Talk
Curious to Learn More?
Let's Jump Over to Your Archive View
After your Opportunity has been archived it will no longer appear in your primary inbox. Instead it will appear in the Archive View along with other Archived Opportunities.
Select Archive
Let's Talk
Curious to Learn More?
Archived Opportunities Dashboard
All Archived Opportunities are listed here from most recent to oldest. When the list gets long, you can use the search bar to find another Archived Opportunity.
You're All Set!
Click the button below to jump back to your Inbox View.
Go To Inbox View
Let's Talk
Curious to Learn More?
Stay Organized via The App’s Dashboard
Discover new Prioritized Opportunities or follow up on your recent communications.
Curious to Learn More?
Let's Talk
<iframe src="https://meetings.hubspot.com/julie-thorn/sdr-round-robin-embed" style="border:0px #ffffff none; border-radius: 10px; margin-top: -200px" name="myiFrame" scrolling="no" frameborder="0" marginheight="0px" marginwidth="0px" allowfullscreen></iframe>
Schedule a Call With Our Team
Pick the time that works best for you to chat with one of our specialists.
Find a Time!
Schedule Now
Restart Demo