Type: Mortgages
Lead Grade:
Name: Yolanda (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Dallas
Intro:
At Phone Staffer, we focus on helping home service companies generate leads through an effective cold calling approach. In the following transcript, we reached out to a homeowner in Dallas, Texas, to discuss refinancing options for their FHA loan. Although the homeowner was not immediately available to make a decision, a follow-up call with another household member was scheduled to explore the opportunity further. This example demonstrates how cold calling can be used to gather information and set appointments, helping businesses connect with potential clients. Below is the redacted information from this conversation to protect individual privacy.
Ai Transcript:
Phone Staffer Caller:
Uh, hello, I’m looking for Yolanda.
Lead:
Yeah, this is Yolanda.
Phone Staffer Caller:
Oh, good afternoon, Yolanda. This is Chris with (redacted). I’m simply calling because our records here show you have an FHA loan with a very high 6.75 interest rate for your mortgage. Is this still correct?
Lead:
Yes.
Phone Staffer Caller:
Yes, well, that’s the only reason why we’re calling, because we’re reaching out to all the homeowners here in (redacted), Dallas, Texas, because our loan managers saw that you’re still using gold interest rate, which is 6.75. That’s why it’s very high compared to the latest rate that’s already out there. Alright, Yolanda, I just need — I will be giving all this information to our loan officers. They will call you back at a later time so they can discuss with you over the phone the latest rate, how to tremendously lower your 6.75 interest, so that you can save some money every month on your mortgage.
Do you have an available time? Finding an available time, let’s say, later, between 5-6pm to speak to a loan manager?
Lead:
Not really interested. I’m in touch with my husband.
Phone Staffer Caller:
Oh. Yeah. Ok. If you want to call later on, that’s fine.
Lead:
Yes, sure.
Phone Staffer Caller:
When will your husband be available?
Lead:
Around 7.
Phone Staffer Caller:
Around 7pm tonight? Is that right?
Lead:
Yeah.
Phone Staffer Caller:
Ok, got it. Give me one second. I may actually find a schedule here for one of our loan managers. But give me one second. Ok, so 7pm tonight, once they call, should they look for him? What’s his name? Yolanda.
Lead:
Javier.
Phone Staffer Caller:
Javier. Javier (redacted), right?
Lead:
No.
Phone Staffer Caller:
Ok, I’ll just put here Javier. And also, you are currently at (redacted), Dallas TX (redacted). Is that correct? Celso right?
Lead:
Alright, got it.
Phone Staffer Caller:
And is this the best number that they can call you back at later, (redacted)?
Lead:
No, that’s the same number.
Phone Staffer Caller:
Ok, got it. Yolanda, how much is the total loan amount that you got for your house? Just arrange. Around $200,000, $300,000 maybe?
Lead:
I don’t know.
Phone Staffer Caller:
Ok, so looks like we just need to speak to Javier on that, right?
Lead:
Uh-huh.
Phone Staffer Caller:
Got it. And do you have any email address that we can send you the confirmation to?
Lead:
No.
Phone Staffer Caller:
That doesn’t need a phone number.
Lead:
Ok, no problem.
Phone Staffer Caller:
So, Yolanda, once again, my name is Chris with (redacted). Um, later tonight at seven p.m., um, one of our loan managers will be calling and be looking for Javier so they can actually speak with him regarding your mortgage and how to lower your interest rate down. Ok?
Lead:
Ok.
Phone Staffer Caller:
Alright. Thank you, Yolanda. You have a beautiful day. God bless you.
Lead:
Bye-bye.