How to record financing interest during the first call and follow up with approved language only.
The signal most offices drop
'Do you offer financing?' is one of the strongest replacement signals a caller can give. If it is not recorded, the comfort advisor never knows.
Approved language, not improvisation
The assistant should only say what the company approved about financing (partner, subject to credit approval) and never invent terms or promises. Interest is logged as an opportunity and a task for a human.