Type: Mortgages
Lead Grade:
Name: Jennifer (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Orlando
Intro:
At Phone Staffer, we focus on helping businesses generate leads through effective outbound cold calling. In this particular call, we reached out to a homeowner in Orlando regarding a potential mortgage refinance opportunity. The homeowner expressed interest in exploring lower interest rates and requested a follow-up discussion with both him and his spouse. Our process exemplifies how cold calling for leads can successfully initiate valuable conversations, and how outbound efforts can enhance home service lead generation or financial services. Below is the redacted information from the interaction to ensure privacy.
Ai Transcript:
Phone Staffer Caller:
Thank you for calling (redacted). If it’s Chris, how can I help?
Lead:
Yeah, my name is Louis Armando Lopez. I’m Jennifer Mora’s husband. I received a call from this phone, my number–um, do you want that I saw with who?
Phone Staffer Caller:
Yes, yeah, we were–um, sorry sir, uh. Yeah, we were actually, uh–my name is Chris–and we were actually calling all the homeowners in (redacted) in Orlando because, um, we’re actually looking for Miss Jennifer Mora because our record shows that you guys have an FHA loan with a very high 6.75 interest rate for the mortgage. Is this correct, sir?
Lead:
Yeah, that’s right.
Phone Staffer Caller:
Yep, that’s the reason why we’re calling you. That’s the only reason because, um, our loan officers saw that you’re still using the old interest rate. That’s why you’re stuck with 6.75 compared to the latest that’s already out, which is extremely lower compared to 6.75 percent.
Now by the way, sir, can I ask for your name so I can address you properly?
Lead:
Alright, send the email, send email with… My email is like my name.
Phone Staffer Caller:
Oh, send Jennifer’s? Do you have her email?
Lead:
No sir, we don’t have the—the only email address we’ve got here on our file is morarojas.jennifer@gmail.com?
Phone Staffer Caller:
That’s my wife.
Lead:
Okay, got it, give me one second here, and what’s your first name sir? So I can address you properly.
Phone Staffer Caller:
It’s Louis Armando.
Lead:
Louis, okay, got you, Louis.
Lead:
Yeah, Louis Armando. A-R-M-A-N-D-O
Phone Staffer Caller:
Okay, got it, got it. Okay, so Louis, this is what I’m going to do. I’m going to, um, I’m going to give all these details to our Loan Manager. Then we’ll call you back at a later time, so they can talk to both you and Jennifer so they can discuss with you the latest rates so we can help you save some money on your monthly mortgage.
Lead:
Perfect, yeah. That would be fantastic. I really appreciate that.
Phone Staffer Caller:
No problem. We’ll also send an email to her in order to, uh, um, so you can discuss this tonight and then make a decision about it.
Lead:
No problem, no problem.
Phone Staffer Caller:
And by the way Mr. Moore–um, Louis, what is the best, when do you think is the best time? Like let’s say today or probably tomorrow that one of our loan managers can call Jennifer back or you, what do you think?
Lead:
The thing, oh wait a minute. Probably tomorrow would be a good time? Hello? Louis? Are you there?
Phone Staffer Caller:
Hello?
Lead:
Yeah, sorry man. Yeah, wait a minute, okay?
Phone Staffer Caller:
Yeah, take your time. It’s all good.
Lead:
Alright, um… You, just before, send and paste. Yep, that’s right. And then, I talked with your husband Louis Armando, with me. And then, he tell me that he recommend me that, call you in order to tata tata tata about the mortgage. All right?
Phone Staffer Caller:
Absolutely, absolutely Louis, I totally understand that. So this is what I’m going to do. We’re going to send an email first to Jennifer, and then one of our loan managers will call her back, probably tomorrow