Dialer + Disposition

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

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

• 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.

Every call made today, including no-answers, has a disposition logged with an outcome and an exact next-touch date, and (if appointment-track) two decision-makers confirmed. The morning dial list was worked in priority order (hot-no-auction-date first, down to cold follow-ups last), not pulled randomly. Every inbound sticky-note/door-hanger callback was answered within the speed-to-lead window and qualified the same as any other call. The day's activity totals are visible against the funnel benchmarks, so a leaking stage is diagnosable the next morning.

• 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.
• A no-answer or voicemail call gets skipped instead of dispositioned — this breaks the next-touch date and the cadence engine loses track of the lead. Go back and log it before starting the next dial; do not batch dispositions at the end of the block.
• An inbound sticky-note callback comes in outside the normal call block — answer it anyway. This channel doesn't wait for the scheduled block; treat it as its own priority tier above the morning dial list.