Type: Mortgages
Lead Grade:
Name: Kevin (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Fort Worth
Intro:
At Phone Staffer, we specialize in outbound lead generation for home service companies, leveraging cold calling to connect potential clients with the services they need. In this transcript, we reached out to a homeowner in Fort Worth, Texas, to discuss refinancing options and set up an appointment to review updated mortgage rates. The homeowner expressed interest in hearing more, and a follow-up call was scheduled to explore how they could potentially lower their interest rate. This is an example of how outbound efforts, like cold calling for leads, can help generate business and build strong client relationships.
Below, you can see the redacted lead information from the call to protect privacy.
Ai Transcript:
**Phone Staffer Caller:** On the look. Even yeah, this is him.
**Lead:** Hey, good day man.
**Phone Staffer Caller:** This is just Chris with a (redacted) mortgage. I’m simply calling because our record shows that you have a loan with a massive 7% interest rate; is this still correct?
**Lead:** Yes, yes. No, it’s not 7%, but yeah, I do have a loan.
**Phone Staffer Caller:** Okay, yeah, because that appears in our records. Actually, we’re the ones responsible for calling all the homeowners here in (redacted). And it’s just that our loan manager saw that you’ve got a VA loan, and the records show 7%. So, you did mention that it’s not 7%. Have you already refinanced to the latest rates, the much lower?
**Lead:** No, I have not.
**Phone Staffer Caller:** Oh, okay, I see. Well, um, um, I could actually give all these details to one of our loan officers, Kevin. They could call you back at a later time so they can discuss with you the latest rates to help tremendously lower your interest. You can save some money off everyone. Just hear them out—no obligation. Do you have an available time, let’s say later this evening, 6, 7 PM?
**Lead:** They can try calling, sure, why not.
**Phone Staffer Caller:** All right, got it. And this would be the best number to bring you back at, right? 760-680-69 (redacted)?
**Lead:** Yes, sir.
**Phone Staffer Caller:** And just to confirm, um, you’re currently at (redacted), and this is a 76131, right?
**Lead:** Yep.
**Phone Staffer Caller:** And lastly, Kevin, um, how much was the total loan amount of your mortgage when you started? Just the range?
**Lead:** Around $200-300 maybe?
**Phone Staffer Caller:** No, about $460?
**Lead:** $460, gotcha. All right, well, I’ve got all this details. So my name again is Chris with (redacted) Mortgages. One of our loan managers will be calling you around 6 PM, 6:30 PM tonight, or 7, and they will discuss with you the latest rates out there and tremendously lower your interest, and save you some money off of your mortgage. Just hear them out. Sounds good?
**Lead:** Yep.
**Phone Staffer Caller:** You have a good day.
**Lead:** Thank you, Chris. Have a nice day.