Type: Mortgages
Lead Grade:
Name: Jordan (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Fort Myers
Intro:
At Phone Staffer, we help home service companies efficiently generate leads through targeted cold calling strategies. In this transcript, a homeowner in Fort Myers was contacted by one of our team members for a potential mortgage refinancing opportunity. The homeowner, currently carrying a high-interest loan, showed interest in learning about more favorable rates and agreed to a follow-up call. This conversation underscores the effectiveness of outbound lead generation in reaching potential customers who may benefit from home services or financial products.
For businesses seeking to get more leads, especially in the home service sector, cold calling remains an effective way to establish personal connections and schedule appointments. Below is the redacted information to protect individual privacy.
Ai Transcript:
**Phone Staffer Caller:**
Hey.
**Lead:**
Hello.
**Phone Staffer Caller:**
This is Jordan.
**Lead:**
Good day, Jordan. This is just Chris with (redacted). We’re just going through some lists of homeowners in the area, Marquette Blvd. And our records here do show that you currently have an HA loan with a massive 7.5% interest rate. Is this correct, sir?
**Phone Staffer Caller:**
I think so, yeah.
**Lead:**
Alright, thanks. Basically, this is the reason why we’re actually calling you because our loan officers saw that you’re still kind of using the old interest rate, which is 7.5%, and it’s through the roof compared to the ones that’s due to the market.
Now, our records also show that you currently have (redacted) Marquette Blvd., Ft. Myers, Florida, right?
**Phone Staffer Caller:**
Right.
**Lead:**
Right. I’m going to share all these details with our loan officers, Jordan. And they will actually call you back at a later time. They will reach out to you, so they can share the newest rate, the lowest rate, the process, and how much money you can save every month on your mortgage.
If I could just ask, Jordan, would you happen to have like a best time, probably this coming Monday, between 9-5, for a callback from them?
**Phone Staffer Caller:**
After 12 on Monday.
**Lead:**
After 12? Would 12:30 or 1 PM be fine?
**Phone Staffer Caller:**
Yeah, that would be OK.
**Lead:**
OK, got it. Give me a second. I’m just pulling out my calendar real quick.
OK, and this would be the best number they can ring you back on, right? (redacted). Is this correct?
**Phone Staffer Caller:**
All right.
**Lead:**
Got it. Also, Jordan, can you just give me a little bit of a heads-up, like a range of how much your total loan amount is? Let’s say around 200 or 300 maybe?
**Phone Staffer Caller:**
It’s like $300,000.
**Lead:**
Close, around $300,000. Close to that, OK. So roughly $300,000.
All right, so they will reach out to you. Before they do that, they would actually send you an email to confirm the appointment around 12:30 or 1 PM.
What is your best email address?
**Phone Staffer Caller:**
I don’t want to disclose my information. I really don’t know who I’m talking to right now, I don’t know if it’s a scam or not.
**Lead:**
Oh, OK. No, no, I respect that, man. You can just actually give all those details to one of our loan managers once they call you back on Monday.
If you don’t feel safe giving out the email, that’s perfectly fine. I’ve got all the details here with me: 12:30, 1 PM. They will be calling you back to reach out to calculate the best rate and the savings they can get you.
My name is Chris, and we are with (redacted). We’re based in Miami, all right?
**Phone Staffer Caller:**
Yeah.
**Lead:**
Hey, thank you, Jordan, for taking this call, man. You have a beautiful and blessed weekend, all right? We’ll talk to you Monday.
**Phone Staffer Caller:**
All right, you too, yeah thanks.
**Lead:**
Bye-bye.