Call is generated by the telemarketer from our call center. They identify the prospect that are looking for some help regarding their financial situation. After confirming the qualifying filters, the telemarketer sets an appointment for your advisor to call back the prospect. Call is closed mentioning the prospect that one of our expert advisor will be calling back in next 24 hours to go through the program.
Details of these appointments are then sent to you in a spreadsheet by the end of the day. Same is uploaded on our web-portal as well so that you an export the data in your desired format and call back the prospect at the appointment time.