Type: Mortgages
Lead Grade:
Name: Dina (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Groveland
Intro:
At Phone Staffer, we assist professionals in various industries with outbound lead generation through cold calling strategies. In this specific transcript, we reached out to an individual inquiring about opportunities for lowering their mortgage interest rate. We confirmed essential details, scheduled a callback with a loan manager, and set a follow-up appointment to discuss potential savings. This demonstrates how cold calling can be a powerful tool for generating leads in financial services just as it is for home service companies. If you’re looking to improve your outbound campaign performance, whether it’s for mortgage services or home service lead generation, cold calling remains an effective method. Below is the redacted information from the call to protect individual privacy.
Ai Transcript:
**Phone Staffer Caller**: Yes. Yeah, is this Dynna?
**Lead**: Yes.
**Phone Staffer Caller**: Good morning Dynna. This is just Chris with (redacted). We’re actually calling all the homeowners in this area, the Singleton Circle, and our record shows that you have an FHA loan at a massive 6.75 percent interest. Is this correct?
**Lead**: Yes.
**Phone Staffer Caller**: Good morning Dynna. This is the reason why we’re calling you today—because our loan managers saw that you’re still using the old percentage rate, which is 6.75%. It’s quite through the roof compared to the latest ones that’s come out on the market. I will share all your details with one of our loan managers. They will reach out to you at a later time so they can share with you the lower rate, the process, and how much money you could save on your mortgage every month.
Are you still at (redacted), Singleton Circle?
**Lead**: Yes.
**Phone Staffer Caller**: And Dynna, would you happen to have, like, let’s say, an available time coming like tomorrow between 9 and 5, so that they can call you back?
**Lead**: No, not tomorrow. It would have to be after 12.
**Phone Staffer Caller**: After 12… when would be the best time for you, Dynna, or day?
**Lead**: I’m going to say Friday after 1.
**Phone Staffer Caller**: This coming Friday after 1, ok. I’m just going to put that in my calendar because our loan managers have quite a tough schedule as well.
And is this the best number they can call you back at, Dynna? The one I dialed you on?
**Lead**: Ok, I see.
**Phone Staffer Caller**: Just to confirm, that’s (redacted), correct?
**Lead**: Yes.
**Phone Staffer Caller**: Ok, I got it—and that would be after 1, this coming Friday. And you’re currently at 6.5% interest rate.
And can you give me a range of how much your total loan amount is? Like let’s say around $200 or $300 maybe?
**Lead**: $184.
**Phone Staffer Caller**: $184, I got you, alright. And Dynna, last question—for us to be able to confirm all these details, send it to you, and the confirmation of the appointment on Friday for the callback, what is the best email address you have?
**Lead**: DS-3416. DSWEATT51 at Gmail.com.
**Phone Staffer Caller**: Okay, so that’s D-SWEATT with two Ts-51 at Gmail.com, correct?
**Lead**: Yes, yes.
**Phone Staffer Caller**: Okay, got it. Now, Dynna, I’ve got all the details I needed here. I’m going to share this with all our loan managers. They will reach out to you this coming Friday after 1.
They will calculate the best rate, give you the latest rates to dramatically lower that 6.75% interest rate and the savings that we can get you every month. How does that sound? All good?
**Lead**: Alright, just fine.
**Phone Staffer Caller**: Thank you. Thank you, Dynna, and you have a beautiful day. Once again, my name is Chris with (redacted). Bye for now.
**Lead**: Bye.
**Phone Staffer Caller**: Bye.
**Lead**: Bye.
**Phone Staffer Caller**: Bye.