Type: Mortgages
Lead Grade:
Name: Yosvani (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Brandon
Intro:
At Phone Staffer, we assist home service companies in generating valuable leads through cold calling. In this example, we contacted a homeowner in Brandon, Florida, regarding potential refinancing opportunities on their mortgage, and discussed the scheduling of a follow-up call with a loan officer. This type of outreach highlights how effective outbound efforts, like cold calling for leads, can result in meaningful interactions that benefit both the service provider and the homeowner. If you’re looking to improve your home service lead generation process or want to know how cold calling can help your business, this is a proven approach. Below, you’ll find a redacted version of the interaction to maintain privacy.
Ai Transcript:
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Phone Staffer Caller:
Oh Hello, hello Jimmy yeah, I’m looking for Mr. (redacted).
Yes (redacted) today, is this just Chris? I’m with a (redacted) Mortgage.
We’re actually calling all the hope area (redacted) for her. And our record shows that you currently have an FHA loan with a massive 7.5 interest rate, is this correct, sir?
Lead:
Yes. Yep.
Phone Staffer Caller:
Mr. (redacted), that’s the reason why we’re calling because our loan managers saw that you’re still using the old interest rate.
That’s why it’s very high 7.5 compared to the latest ones that’s come out in the market now. Mr. (redacted), are you still at (redacted), Brandon, Florida?
Lead:
(redacted), Yes.
Phone Staffer Caller:
Yes, Mr. (redacted). What I’m going to do is I’m going to give all your details to one of our loan managers.
They will actually call you back at a later time, so they can reach out to you, share the newest and the lower rate, the process, and how much money you can save every month on your mortgage. Um, do you have an available time on Monday?
Lead:
Right now I’m waiting for a plane to go to the Bahamas for work.
And I’ll be there for about two weeks, maybe three.
Phone Staffer Caller:
Maybe?
Lead:
All right. I don’t know yet. After that, if you can call me and we can talk, or the person that you mentioned before.
Yeah, I have no problem.
Phone Staffer Caller:
All right.
Because in the Bahamas, I’ve not… I have nothing. Nothing works over there.
Lead:
Yeah.
Phone Staffer Caller:
Got it. I understand Mr. (redacted), but uh can you give me like a timeframe? Like when will you be back here in the U.S.?
Lead:
About three weeks. Maybe three weeks, over the century, so that’s probably in October, right?
Phone Staffer Caller:
Yes, okay, I see. Yeah well, I’ll just… yeah because um… how about let’s say… um, so today you’re currently on the plane right? You’re waiting for a plane right now?
Lead:
Yes right now.
Phone Staffer Caller:
Okay, so you don’t have time even now to speak to a loan manager, right?
Lead:
No, no tomorrow.
Phone Staffer Caller:
Okay, no. No problem, Mr. (redacted). Oh. Yeah. No. It’s okay, you don’t have to apologize.
We’re actually just trying to help you. So if that’s in October, yeah, three weeks, probably in the second week of October, right?
Lead:
Yes.
Phone Staffer Caller:
Yeah, but we don’t have a specific day when exactly you’re going?
Lead:
Supposed to be the 12th.
Phone Staffer Caller:
October 12th? That’s a Saturday, right?
Lead:
Yes.
Phone Staffer Caller:
Yes. Let me try to put it here for one of our loan officers to call you on October 14th.
That’s a Monday. What time do you think you will be available, like morning time or afternoon?
Lead:
Anytime, no problem, anytime. You can call anytime.
Phone Staffer Caller:
OK. Let me just put a schedule. Let’s say 10 in the morning. OK Mr. (redacted). Just one more question, sir: how about your total loan amount?
Like just roughly, around 200, 300 maybe? The total amount of your