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Cold Calling

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Type: Mortgages
Lead Grade:
Name: Felipe (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Fort Myers

Ai Transcript:

“`plaintext
**Phone Staffer Caller**: Hello?
**Lead**: Hello, is this Felipe?
**Phone Staffer Caller**: Who’s this?
**Lead**: Uh, my name is Chris, man. I’m just calling you from [Redacted] Mortgages! We’re calling all the homeowners in this area. Schoolhouse, Road East… um, our record shows that you currently have a mortgage FHA loan at 6.75% interest rate. Is this correct?
**Phone Staffer Caller**: Yes?
**Lead**: I’m sorry?
**Lead**: Yeah. Uh, based on these records, Felipe, that’s actually the reason why we’re calling you, because we’re currently at 4 Myers, uh, reaching out to the neighbors. We saw, that at this, um, 6.75% interest rate, an outdated interest rate, um, at the market, uh, we can help you, like, with bringing this down to the new interest rate that’s out. Um, you’re currently at [Redacted] Schoolhouse Road East, Apartment 4, correct?
**Phone Staffer Caller**: Yes.
**Lead**: Yep. Uh, Felipe, I’m going to share all these details with one of our loan managers. They will actually call you, um, to share a lower rate, the process, and how much money you could actually save each month. Do you have, uh, a best possible time, uh, this coming Monday, between 9 to 5, for the call?
**Phone Staffer Caller**: 9 AM.
**Lead**: Um, 9 in the morning. Give me one second, man. Let me just pull up my called. And your last name is, if this is correct, it’s [Redacted]?
**Phone Staffer Caller**: Yeah, yeah.
**Lead**: Alright, got it. And also Felipe, um, just give me a range. What is your total loan amount?
**Phone Staffer Caller**: With HOA or just the loan?
**Lead**: Yeah. The FHA loan. The entire mortgage, like-
**Phone Staffer Caller**: With the HOA. Do you want the HOA fees included?
**Lead**: Yeah, definitely.
**Phone Staffer Caller**: Because the mortgage alone is 2133, with the HOA it’s an additional 400, so looking at-
**Lead**: Okay. Yeah, but the uh- sorry, go ahead- go ahead man.
**Phone Staffer Caller**: It’s 2500 a month.
**Phone Staffer Caller**: Okay. Well that’s- that’s massive. Um, this is pretty roof man. So basically the total of the loan is around roughly 300, 400k?
**Lead**: My loan total is 2- 260?
**Phone Staffer Caller**: 265?
**Lead**: 265.
**Lead**: 265k, got it.
**Phone Staffer Caller**: All right, gotcha man. That’s a- that’s a pain every month, if I could just imagine. Well, um, okay so this is what’s gonna happen. On Monday, around 9 in the morning, uh, Felipe, one of our loan managers will actually be calling you. They will calculate the best rate and the savings that you can get every month. Change or bring the 6.75% down compared to what’s out, um- the latest out in the market. And um, we’re going to send you everything in writing too. What is the best email address you got, Felipe?
**Lead**: F. My last name. At Gmail.com.
**Phone Staffer Caller**: Okay, that’s Felipe. F for Felipe. Last name at