🔪 PRESO CB

Mortgage protection call flow in the Cason The Butcher style · read top to bottom · nothing is stored on a server.

YOUR NAME (fills the script — saved on this device)

CLIENT NAME

LENDER / BANK

PROPERTY ADDRESS

CO-BORROWER / SPOUSE NAME

SPOUSE / CO-BORROWER ON THE FILE?

📝 Client Facts▾

Age Loan / mortgage balance Monthly mortgage payment Monthly income Beneficiary (who gets the home)

These flow into the script in blue. Plan months and premiums stay blank — you read those off your quoter live.