Type: Mortgages
Lead Grade:
Name: Michael (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: San Antonio
Intro:
At Phone Staffer, we help home service companies increase their customer base through effective outbound lead generation strategies, like cold calling. In this instance, we contacted a homeowner in San Antonio to discuss mortgage refinancing options, specifically focusing on lowering their interest rate to save them money. The homeowner shared some details about their existing loan, and we successfully scheduled a follow-up call with one of our loan managers to provide a personalized refinancing offer.
This example highlights how cold calling for leads can be a powerful tool, not only in generating interest but also in facilitating consultations that could benefit homeowners financially. Below is the redacted information from the call to ensure privacy.
Ai Transcript:
**Phone Staffer Caller:**
Hello, I’m looking for Michael.
**Lead:**
Good day. Mike.
**Phone Staffer Caller:**
I’m Chris from (redacted). Simply calling because our record shows that you have an FHSA loan. It’s a massive 7.5 billion. A mortgage?
**Lead:**
Yes?
**Phone Staffer Caller:**
Well, that’s exactly why we’re calling, Mike. We’re also having you here at (redacted) in San Antonio. Is that correct?
**Lead:**
Yes.
**Phone Staffer Caller:**
Yeah, I don’t want to waste too much of your time, Mike. You sound kind of busy. But I will share all these details with our loan managers so they can call you back at a later time to discuss with you the latest rates. It can lower your 7% interest so you can save some money on your mortgage every month. Do you have an available time, like probably later this afternoon, 5 or 6 PM, to take a phone call?
**Lead:**
Uh, yeah. I can tell you that, yeah, probably around five or six.
**Phone Staffer Caller:**
Perfect. Let me check the calendar of one of our managers here. 6 PM, will that be fine?
**Lead:**
Perfect. I should be driving home.
**Phone Staffer Caller:**
Okay, got it. And this is the best number they can ring you back at, right? The number I dialed?
**Lead:**
Yes, sir. It’s my personal number, so no problem.
**Phone Staffer Caller:**
And also Mike, can you give me a little bit of heads-up… How much is your total loan amount for the house? Just a range, around $200,000-$300,000, maybe?
**Lead:**
You talking about the (redacted) house?
**Phone Staffer Caller:**
Yes, the total amount of your loan for the house?
**Lead:**
So, we just took a loan out just to pay the taxes really. So it’s like $13,000 or something, I think. Something like that.
**Phone Staffer Caller:**
I’m sorry, how much?
**Lead:**
$13,000 or something?
**Phone Staffer Caller:**
$13,000?
**Lead:**
Yeah, $13,000 something because we just took out a loan just to pay the property taxes.
**Phone Staffer Caller:**
Okay, got you. So the total loan for the house… You took out a loan just to pay for the taxes. Right? $13,000?
**Lead:**
$13,000, yeah.
**Phone Staffer Caller:**
All right, got it. One of our loan managers will reach out to you later, around 6 PM tonight, and they will discuss with you what the latest rates are so you can save some money off of your mortgage.
Before they call, Mike, so they can make sure you’ll be available at that time, I’ve got the best email address to send you a confirmation—
That’s (redacted)?
**Lead:**
Yes, sir.
**Phone Staffer Caller:**
Alright, got it. I appreciate it. This is Mike, and again, my name is Chris, with (redacted). We’ll call you back at 6 PM, so they can calculate the best rate, so you can save some money every month, alright?
**Lead:**
Sounds good.
**Phone Staffer Caller:**
Perfect. Alright, be safe man. Thanks for your time. Bye for now.
**Lead:**
Alright, thanks, Chris. Bye-bye.