Type: Mortgages
Lead Grade:
Name: Venceslau (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Groveland
Intro:
At Phone Staffer, we aim to help home service companies generate more leads through targeted outbound calling. In this example, using cold calling techniques, we reached out to a homeowner to gauge interest in refinancing options. While the homeowner primarily handled finances with her husband, she agreed to schedule a callback with one of our loan managers for further discussion. This outreach demonstrates the effectiveness of cold calling for building leads and connecting homeowners with valuable services. If you’re looking to optimize your home service lead generation or need help with outbound lead generation strategies, cold calling can be an impactful approach. Below is the redacted call transcript to maintain privacy.
Ai Transcript:
Phone Staffer Caller:
Hello?
Lead:
Hello.
Phone Staffer Caller:
Hi, good morning. I’m looking for Mr. Fred.
Lead:
Yes, that’s me.
Phone Staffer Caller:
Oh Misses Fred, but good morning. My name is Chris, by the way, with (redacted). We’re actually calling all the homeowners in this area. A record shows that you currently have an FHA loan at a very high 6.75% interest rate. Is this correct?
Lead:
I don’t know. Actually, my husband is who knows everything.
Phone Staffer Caller:
Oh, I see. Raphael, is that correct?
Lead:
Yes.
Phone Staffer Caller:
Oh, all right. Got it. Yeah. Well, actually, our loan officer is just trying to reach out to you guys because it shows that you’re still using the old rates in the market. That’s why it’s very high. I can’t imagine the definite payments you’re making on this type of mortgage. How is the best available time we could speak to Raphael?
Lead:
My husband?
Phone Staffer Caller:
Yes ma’am.
Lead:
Actually, I am Raphaela.
Phone Staffer Caller:
Oh, Raphaela. Oh, I’m sorry, I thought…
Lead:
Yes, I’m Raphaela, and my husband is Vincent (redacted).
Phone Staffer Caller:
Vincent (redacted). That’s the one we got a record of here. Yeah. Because actually, Raphaela, thank you for letting me know your full name. The only reason why we’re calling is that we want to help you guys lower this interest rate because it’s very high compared to the ones that are out in the market. So, here’s what I’m going to do. Since Mr. Vincent (redacted) is not available, I will let one of our loan managers call back. When do you think is the best available time for the call back, Raphaela?
Lead:
Probably after 5pm. Sometimes after 6pm. Actually, it’s not a specific time. And he speaks English but a little bit. So he speaks Portuguese.
Phone Staffer Caller:
I see. Ah, I see. But if you guys are both together, probably when our loan manager calls back, I think you could both understand because I can see that you understand English just fine. By the way, Raphaela, I’m going to actually let one of our loan managers call you guys. Would tomorrow be ok? After 5pm, do you think?
Lead:
Uh huh. Let’s see.
Phone Staffer Caller:
Ok, and you are both together tomorrow after 5? Is that right?
Lead:
Uh huh.
Phone Staffer Caller:
Ok, got it. I’m going to set up a call back from one of our loan managers so they can talk to you about lowering your interest rate because 6.75%—to tell you honestly, Raphaela, that’s very high. I can’t imagine how much you’re paying every month on your mortgage. And by the way, are you still at (redacted), right? In Grovelyn?
Lead:
Yes, uh huh.
Phone Staffer Caller:
Ok, got it. And if you can give me a little bit of an idea, how much is your total loan amount? Just the rates. Is it like around two hundred or three hundred thousand?
Lead:
Actually, like I said, this information my husband knows properly.
Phone Staffer Caller:
Ok. Ok, no, no, no, that’s not a problem.
Lead:
Yes, it will be better if the loan manager speaks to both of us tomorrow after 5pm.
Phone Staffer Caller:
And who should we look for? Is it Vincent (redacted) or you?