Close Debt Relief Sales Faster With Live Screen Sharing
Send a link mid-call and your client sees the settlement offer, the program terms, and the payment breakdown on their phone while you stay on the line. No app, no download, no separate video call to schedule.
Free to try. No credit card required.
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What is screen sharing used for in debt relief?
In debt settlement, the whole sale happens over the phone. The client is being asked to stop paying creditors, move money into a dedicated account, and trust a program they have never seen. Screen sharing lets the rep put that program in front of them while the call is still going. You send a link, the client taps it, and your screen appears in their browser.
Reps use it to show the settlement offer and the estimated savings, the program length and monthly draft amount, the fee schedule, the enrollment agreement, and the company's licenses, accreditations, and BBB rating. The client reads the actual numbers and terms instead of listening to a rep recite them, which means fewer "send it to me and I'll look it over" endings and fewer cancellations after enrollment.
Sound familiar? 📞
“Can you email me the details?”
The offer lands in an inbox they barely check. You call back twice, leave a voicemail, and the file goes cold while they keep paying minimums.
“I need to see the numbers first.”
If they can't see the settlement amount, the program length, and the monthly draft, none of it sticks. Nobody enrolls in a plan they can't picture.
“How do I know you're legit?”
They've been called by a dozen companies this month. Reciting your license number over the phone sounds exactly like every other pitch they've hung up on.
“Let me talk it over and call you back.”
You agree to a follow-up. Then they cancel, reschedule, or never answer again. Every extra call is another chance to lose them.
What if you could show them the offer, walk them through the terms, and prove who you are, all before you hang up?
HelloScreen makes it easy
Four steps from first call to signed enrollment agreement
Get on the call like you always do
A lead picks up, or you're mid-conversation with an existing client about their program. Nothing about your dialer, your script, or your call flow changes.
Send the link mid-call
Say "I just sent you a link, tap to open it." It arrives by text or email while you stay on the phone.
They tap it and see your screen instantly
Your screen loads in their browser on whatever device they have in hand. iPhone, Android, laptop, tablet. It all works the same way.
Walk them through the offer and who you are
Go line by line through the settlement offer, the program length, the monthly draft, and the fee schedule. Then pull up your licenses, accreditations, and BBB rating so they can see exactly who they're working with.
Your prospect is handing their finances to a stranger on the phone
Debt relief buyers have usually been called by a dozen companies already, and some of those calls were scams. Skepticism is the default, and no amount of confident talking gets past it. Showing them something they can read for themselves does.
Show your license, not just your license number
Pull up your state licensing, your accreditations, and your BBB rating while you're on the call. The client reads it themselves instead of taking your word for it.
Put the actual terms on their screen
Fee schedule, program length, draft amount, and the enrollment agreement in plain view. Nothing surprising them later, which is what drives cancellations in month two.
Make the company feel real
Show your team page, your office, your results, or a past settlement letter. It turns a voice on the phone into a company they can see.
Case study
JG Wentworth more than doubled conversion on calls where reps shared their screen
JG Wentworth piloted HelloScreen on 20% of their calls for two weeks. Calls where reps screen shared a custom presentation converted more than twice as often as audio-only calls. Screen sharing is now core to every rep's workflow.
Read the JG Wentworth case studyFree to try. No credit card required.