Type: Mortgages
Lead Grade:
Name: Maria (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Lake Dallas
Intro:
At Phone Staffer, we’re dedicated to helping home service companies increase their leads through effective cold calling strategies. In the following transcript, we contacted a homeowner in Lake Dallas, Texas, regarding their mortgage interest rate. While the call focused on refinancing options, it showcases the engagement that can be achieved through personalized outreach. This interaction highlights the value of outbound efforts in generating interest and building connections. If your home service company is looking to get more leads through cold calling, this transcript offers insight into the process. Below is the redacted information to ensure privacy.
Ai Transcript:
**Phone Staffer:** Hello?
**Lead:** Yeah hi, I’m looking for Maria.
**Phone Staffer:** This is she.
**Lead:** Hey Maria, good day. This is just Chris with (redacted) Mortgage. I’m simply calling because our records show that you have a BA loan with a massive 7% interest for your mortgage. Is this still correct?
**Phone Staffer:** Yes. Are you—I’m sorry, I’m in the middle of something because I need to call my insurance company, so I don’t have time. Are you a broker or are you a bank?
**Lead:** Well actually, we’re a mortgage company. We’re the ones looking after all the homeowners here in (redacted), Lake Dallas, Texas. If you’re actually not available at the moment, I can give you a call back someday if you’d like.
**Phone Staffer:** Uh yeah, please, because I am looking to refinance, but I’m expecting the interest to drop just a little more because I don’t want to be with the fives. It costs a lot to refinance, right? I’m interested in what you have to offer, but just so you know, that’s where I’m at.
**Lead:** Yeah absolutely Maria, that’s exactly the reason why we’re calling. I mean like, um the reason why we’re calling is because our loan officer saw that you’re still stuck with an old interest rate that’s like 7%—through the roof—compared to the latest ways that’s already out. Here’s what I’m gonna do, Maria. Since you’re busy at the moment, when’s the best time that one of our loan managers can actually call you back? Yeah, the best time you’ve got available.
**Phone Staffer:** Yeah, I think after—well, I don’t know, after 3 pm, probably today I will have more time.
**Lead:** 3? Uh, 3 to 4 p.m., would that be fine?
**Phone Staffer:** Yeah, that’s fine.
**Lead:** Okay, got it. This is the best number they can ring you back at, right?
**Phone Staffer:** Yes.
**Lead:** And you’re currently at (redacted), Lake Dallas, Texas (redacted), correct? That is the property, yes?
**Phone Staffer:** Yes.
**Lead:** And um, also, how much was your total loan amount to start with, like just a range?
**Phone Staffer:** Uh, I think it was around 367.
**Lead:** 367?
**Phone Staffer:** Yes.
**Lead:** Okay, got it. And lastly, before they actually call you back later around 3 or 4, Maria, they will send you an email to confirm that you are available at that time. We don’t want to waste your time, too. Do you have a best email address we can send you a confirmation for?
**Phone Staffer:** Uh yeah, it’s (redacted).
**Lead:** (redacted) at gmail.com?
**Phone Staffer:** Yes.
**Lead:** All right, well here’s what I’m going to do, Maria. I’m going to inform one of our managers. I’ve actually scheduled an appointment for you at 3—4 p.m. today. They will send you an email first before they would actually call you, just to confirm that you are available at that time. And then they will discuss with you the latest rates, tremendously lowering your 7% interest because we know how much you’re paying. And you’ve got a 367 total loan amount monthly—that’s a lot. So, they will discuss how much money you can save every month. Sounds good, right?
**Phone Staffer:** Yeah, that’s fine. That works.
**Lead:** Thank you. Thank you, Maria. Have a beautiful and blessed day, be safe.
**Phone Staffer:** Thank you!