Dialer → Disposition Logging

PURPOSE

Run the daily phone outreach in the right order and log every call so the CRM cadence, badge, and next-touch date stay accurate.

WHEN TO USE

Every working day, before starting calls and continuously through the call block, for any lead currently enrolled in an active pre-foreclosure cadence.

PREREQUISITES

• Numbers validated (mark bad numbers red/delete) so reps only dial confirmed-correct numbers.
• Know the lead's current badge (Gold/Silver/Bronze) and timeline position per sop-kod-cadence-by-badge so call frequency matches doctrine.
• Setter script and objection library open (from sop-kod-door-script-5-options) for in-call reference.
• Daily quota in mind: solo target is roughly 50 dials/day (team full-time reps scale toward 300); floor for a part-timer is 50 dials/day or 35 knocks/week.

STEPS

1. Pull today's due-task queue (cadence-driven, not a random list) so calls happen in the order the multi-channel sequence dictates: text and call all numbers first, then email, then call family, then direct mail, then Facebook message, then call again, then door knock.
2. Dial the confirmed-correct number for the lead. If the call is a callback after a setter already spoke to them, open with the catch-me-up line: "I know you talked to [prior rep] already, would you mind catching me up on everything that's been going on? That way I can give you the best advice."
3. If the seller answers, qualify them as the setter: confirm name and best contact, property address, confirmed sale date, rough condition, what they've already tried, and what they fear. The setter's only job is to book the options review or live-transfer to a closer, not to close.
4. Offer two specific time slots for the appointment, never an open-ended "whenever works." Sweep for other decision-makers (spouse, co-borrower, family member) before confirming.
5. If no one answers, leave the speed-to-lead voicemail ("I'm not with the bank, I'm local and I help homeowners when [lender] is moving toward a sale... give me a call back when you get a minute") and immediately fire the matching SMS follow-up. The text never mentions buying the house.
6. Immediately after every call, whether answered or not, disposition it in the CRM. Required fields on the disposition: the outcome, a specific next-call date and time (never "sometime next week"), and whether the prospect confirmed saving your name in their phone.
7. If the seller names a plan (loan mod, bankruptcy, reinstatement, listed with a realtor, already working with another investor), log which plan and route them into that path's diagnostic questions from sop-kod-door-script-5-options on the next touch.
8. If the seller has gone dark (no answer across multiple attempts) or a relative/gatekeeper picks up instead, stop the direct-owner cadence and escalate per sop-kod-gatekeeper-owner-dark.
9. At end of day, post your activity numbers (golds touched, silvers touched, appointments booked) so the funnel can be checked against the benchmark ratios: prospects to contacts 30%, contacts to quality conversations 50%, quality conversations to appointments 40%, appointments to contracts 40%, contracts to closed 80%.
10. Watch the two KPI alerts: contacted-to-appointment conversion should be 25-30% minimum and ideally 40%; anything under 20% is a flag to review call quality. Cash conversion cycle (contact to closed) target is under 8 weeks.

VERIFICATION

Every call made today has a disposition logged with an outcome, a specific next-touch date/time, and (if appointment-track) two decision-makers confirmed. The day's activity totals are visible against the funnel benchmarks, so a leaking stage is diagnosable the next morning.

TROUBLESHOOTING

• Seller says "I'm good" or brushes off fast — this is the avoidance objection, not a true no. Do not retreat; ask what "taken care of" means exactly and route from their answer.
• Seller wants to loop you into "call me later" repeatedly — do not accept a vague callback. Lock an exact day and time before hanging up (Book A Meeting From A Meeting).
• Spouse or co-borrower is missing from the call — do not proceed to a full appointment pitch without them; ask to get them on the phone right now rather than rescheduling, since a missing decision-maker is roughly a 50% deal killer.
• Lead's sale gets postponed or the seller executes their alternate path (BK filed, mod approved, reinstated) — do not mark the lead dead. Switch it into the long-term contextual campaign (weekly, then bi-weekly, for up to 12 months) since 60-70% of these loop back into foreclosure.
• Distress score or interest rate missing on a freshly ingested lead — the CRM's optional distress-AI enrichment is env-gated and interest rate only populates after enrichment, so a same-day NOD lead may only have timeline and equity to work from; still dispositioned normally, just note the gap.