Type: Mortgages
Lead Grade:
Name: Kachen (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Seffner
Intro:
At Phone Staffer, we focus on generating leads for home service companies through effective cold calling strategies. In this example, we reached out to a homeowner in Sefner, Florida regarding mortgage rate options. During the conversation, the homeowner expressed interest in better rates and a call was scheduled with a loan manager for a future discussion. This scenario illustrates how outbound efforts such as cold calling can successfully generate leads and create engagement opportunities for home service companies looking for new clients.
Below is the redacted info from the conversation to safeguard privacy:
Ai Transcript:
**Phone Staffer Caller:**
Perfect. Oh, yes. Yes, I’m looking for Caution. Yes. Yeah, if this is this heat. That’s my guy. He’s he can’t see English.
**Lead:**
Oh, okay.
**Phone Staffer Caller:**
Yeah. Well, to tell you honestly, my name is Chris with (redacted) mortgage. Because our record shows that he’s got an FHA loan with a massive 6.7, 57 interest rate. Is that correct?
**Lead:**
I’m not sure.
**Phone Staffer Caller:**
Yeah. Well, basically by the way, is your first name, Jennifer, just because?
**Lead:**
Yeah.
**Phone Staffer Caller:**
Hey Jennifer. Yeah. We got here on file that you’re actually one of the person, but anyways. Jennifer, according to our loan manager, the reason why he’s still stuck with a massive interest rate, because he’s still using the old one compared to the latest one that out in the market. And we’re calling to help him potentially lower down his existing rate. So we could actually save him some money on his monthly mortgage. And you did mention earlier that he doesn’t speak English.
**Lead:**
Oh, I see.
**Phone Staffer Caller:**
Well if one of our loan managers will be actually calling him back at a later time, would you be actually there to speak for him?
**Lead:**
Yeah.
**Phone Staffer Caller:**
Okay, got it. Give me one second here. Jennifer, when is probably the best time for you guys to actually take a call from one of our loan managers? Do you have an available time, let’s say today or probably on Monday?
**Lead:**
Probably about 5 o’clock.
**Phone Staffer Caller:**
5 p.m. today, is that cool?
**Lead:**
Yeah.
**Phone Staffer Caller:**
5-5:30, okay, got it. So his name is (redacted). I don’t know if I pronounced that correctly.
**Lead:**
Yeah, that’s right.
**Phone Staffer Caller:**
Got it. And you’re currently at (redacted), correct?
**Lead:**
Uh huh.
**Phone Staffer Caller:**
Okay, got it. And, is this also like an updated email address, because we’re going to send you guys the confirmation before the loan manager calls you back because we don’t want to catch you at a bad time if you cannot take that phone call. Is (redacted), your intricate last name, good?
**Lead:**
Yeah, that’s fine.
**Phone Staffer Caller:**
Okay, got it. And lastly, would you happen to know how much your total loan amount is for the house, for the mortgage? Like, just the range, around 200, 300 perhaps?
**Lead:**
No, it’s like 58,000.
**Phone Staffer Caller:**
58K, got you, that’s the total, we’re not talking about the monthly, right?
**Lead:**
Yeah, that’s like the total of the loan left.
**Phone Staffer Caller:**
Okay, the loan left, 58K, got you. Wow, if this is still like the left, and you’re at 6.75 interest rate, that’s still massive for the monthly mortgage payment, if I’m not mistaken. But anyway, Jennifer, my name is Chris again with (redacted) Mortgages, we’re based out in Miami.
One of our Loan Managers will be calling you today, later, like 5, 5:30. They will send you an email first, to your e-mail address, just to make sure that you guys are available, so we don’t waste your time. And they will be reaching