Type: Mortgages
Lead Grade:
Name: Daisel (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Cutler Bay
Intro:
We reached out to homeowners in Cutler, Florida, through cold calling to generate potential mortgage refinancing leads. In this specific instance, the homeowner, Mr. Rodriguez, expressed interest in learning more about lowering his mortgage interest rate from the current 6.75%. A follow-up call was scheduled with one of our loan managers to discuss potential savings and refinancing options. Below is a redacted transcript of the call, ensuring the protection of personal information.
This example showcases how cold calling for leads in the mortgage industry can successfully set appointments for potential clients, a key strategy for home service lead generation and outbound lead generation. If you’re looking to enhance your outbound efforts for mortgage or home service businesses, cold calling can be an effective method to generate qualified leads.
Redacted Transcript:
Ai Transcript:
Here is the cleaned-up version of the transcript with private details redacted as per your rules:
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**Phone Staffer Caller**:
Hello.
**Lead**:
Hi.
**Phone Staffer Caller**:
Is this Mr. Rodriguez?
**Lead**:
Yes.
**Phone Staffer Caller**:
Oh, Mr. Rodriguez. Good morning. My name is Chris with (redacted). We’re actually calling all the homeowners in your area, Southwest, (redacted) Street.
And, um, um, so Rodriguez, a record shows here that you do have an FHA loan at a very high 6.75% interest rate.
Is this correct?
**Lead**:
Yeah, six times, yeah. 6.75%. That’s right.
**Phone Staffer Caller**:
Uh, that’s the reason why I’m calling you today.
Mr. (redacted), records show that you are still using the outdated loan from the old market compared to the latest one out, which is extremely lower compared to your existing interest rate.
That’s why we’re here, calling you so we can help you lower this interest rate and get you some savings every month on your mortgage, Mr. (redacted).
Can I ask you a question, sir? Do you have an available time tomorrow when one of our loan managers could call you back?
**Lead**:
Yes. Uh, I prefer Spanish. Do you have someone who speaks Spanish?
**Phone Staffer Caller**:
Okay. You don’t have anybody who could translate with you, someone who could speak for you?
Unfortunately, we don’t have a Spanish representative, Mr. (redacted).
But we just want to help you out in lowering your interest rate because 6.75% is very high, sir, to tell you honestly.
**Lead**:
Okay, okay.
**Phone Staffer Caller**:
Can you give me a time tomorrow when one of our loan managers could call you?
**Lead**:
Uh, the morning is fine.
**Phone Staffer Caller**:
Morning, like, uh, around let’s say 10 in the morning? 9:30, 10?
**Lead**:
Okay, that will be fine.
**Phone Staffer Caller**:
And this is the best number they can call you back on, (redacted), right?
**Lead**:
Yes.
**Phone Staffer Caller**:
And, is your first name Lopez? So this is for Mr. Lopez Rodriguez?
**Lead**:
Yeah.
**Phone Staffer Caller**:
What’s your first name?
**Lead**:
D A I S E O.
**Phone Staffer Caller**:
Oh, I’m sorry. D A I S E O.
Dayso. Got it.
**Phone Staffer Caller**:
And, um, how much is your total loan amount?
Like around 200 or 300, maybe?
**Lead**:
At this moment, yeah, maybe 345.
**Phone Staffer Caller**:
Okay, around 300. Got it, just a rough range.
By the way, this address is showing as (redacted) Southwest (redacted) Street in Cutler (redacted), correct?
**Lead**:
Yes, correct.
**Phone Staffer Caller**:
Got it. And, uh, what is your best email address where we can send you all this information, Mr. Rodriguez?
**Lead**:
(diver name, some letters) iCloud.com.
**Phone Staffer Caller**:
All right. All right. So it’s your first name, and then the letter R at iCloud.com, correct?
**Lead**:
Yeah.
**Phone Staffer Caller**:
Got it. Now, I’ve got all this information, Mr. Rodriguez