Type: Mortgages
Lead Grade:
Name: Ana (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: El Paso
Intro:
At Phone Staffer, we focus on helping home service companies generate leads through effective outbound strategies like cold calling. In this redacted transcript, a homeowner in El Paso was contacted regarding refinancing options for their mortgage after it was noted their interest rate was significantly higher than current market rates. Through a brief conversation, an appointment was scheduled for a loan manager to follow up with more detailed information at the client’s preferred time. This demonstrates how outbound lead generation tactics can be used to engage potential clients and schedule valuable follow-up calls. Below is the redacted transcript of the call to ensure privacy.
Ai Transcript:
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Phone Staffer Caller: Yeah, I’m looking for Anna.
Lead: Hey Anna, my name is Chris with (redacted) mortgage. We’re actually just calling because our record shows here that you’ve got an FHA loan with a 7% interest rate. Is this still accurate?
Lead: Where are you calling me from?
Phone Staffer Caller: (Redacted).
Lead: Yeah I’ve never done business with you guys. I’m sorry, I’m not familiar with you guys. I’ve never done business with you.
Phone Staffer Caller: Oh, yeah well actually we’re calling all the homeowners here in (redacted) Ave. That’s why we’re actually calling, because our loan officers saw that you’re still stuck with a 7% interest rate, which is an old interest rate compared to the latest ones that are already out there.
Lead: Well…
Phone Staffer Caller: I’m actually one of the appointment setters. They asked to actually give you a call, so once we actually confirm all these details, I will actually let them call you back. And this is a loan manager who’s going to do that so they can discuss with you the latest interest rate. Dramatically lower your 7% and how much money you can save every month on your mortgage, just over the phone. Hear them out; it could be one of your options. Do you have like an available time later this afternoon, probably after 5 p.m., for a phone call?
Lead: After five possibly.
Phone Staffer Caller: Yes ma’am. Is this the best number, (redacted), the best number they can bring you back on?
Lead: OK.
Phone Staffer Caller: And one of the—Well, your record shows here too that you are at (redacted) Columbia Avenue, El Paso, Texas (redacted), correct, ma’am?
Lead: All right.
Phone Staffer Caller: Now, um, Anna, one of our loan managers will call you later, after 5 p.m. They will actually reach out to you, calculate the best rate, share with you the film—the new interest rates that are waiting out there to compare to this massive 7% interest rate you currently have and out of the process of the savings. And before they actually call you, they—Everything, would you happen to have any email address you could share with me?
Lead: You know…
Phone Staffer Caller: Okay, that’s not a problem, it’s okay. And lastly, before I let you go, how much is your total loan amount for the mortgage? Just a range.
Lead: OK, 200-400.
Phone Staffer Caller: Now again, Anna, my name is Chris with (redacted) mortgages. You can actually check us out just, you know, to avoid being too critical. But yeah, they will reach out to you later, around 5 p.m., and they will actually handle it from there, okay?
Lead: Thank you for taking the call.
Phone Staffer Caller: Have a beautiful day, ma’am!
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