Type: Mortgages
Lead Grade:
Name: Juan (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Haines City
Ai Transcript:
Here is the cleaned-up and redacted transcript:
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**Phone Staffer Caller:**
Hello, yeah, hi, I’m looking for uh, one Portis.
**Lead:**
Yes, ma’am.
**Phone Staffer Caller:**
Okay, okay, no problem. Thank you. Yes, hello? Hello, is this Mr. Ortiz?
**Lead:**
Yes, sir.
**Phone Staffer Caller:**
Mr. Ortiz, good morning. My name is Chris with (redacted). We’re actually calling all the homeowners in this area, Fletcher Road, and um, we do have our records here, Mr. Ortiz, that you currently have an FHA loan at a 6.75% interest rate. Is this correct?
**Lead:**
Uh, I believe so, yes, sir.
**Phone Staffer Caller:**
Yep, that’s the reason why we’re calling you, Mr. Ortiz, because based on our records here, you’re still using the old rate plan, which is very high at 6.75% compared to what the market right now has to offer.
And um, you’re still at (redacted), right?
**Lead:**
Yes, sir.
**Phone Staffer Caller:**
And Mr. Ortiz, we just wanted you to know, um, tomorrow between 9 to 5, when is the best time for you to actually speak to our loan manager? They can lower your rate and the savings that we can get you every month for your mortgage. Do you have an available time tomorrow?
**Lead:**
Uh, no sir, until the weekend.
**Phone Staffer Caller:**
Until the weekend? Um, maybe just probably 15–30 minutes of your time after, after um, after 5, maybe?
**Lead:**
The thing is I work, I don’t have a set schedule at work. I usually get out late since I work in construction. I don’t have an actual time I get off. Sometimes we get out at 6, sometimes at 7.
**Phone Staffer Caller:**
No, no, I totally understand that, sir, because I’m working too, if you know what I mean. I really respect that.
It’s just that, um, since our loan managers also have their own schedules to follow, especially because we’re calling a lot in Haines City, what if I do this, Mr. Ortiz? What if we try to have them call you around 5 tomorrow, after 5? Let’s just try it, maybe we can reach you then, alright?
**Lead:**
Yeah, I guess, we can try.
**Phone Staffer Caller:**
And um, Mr. Ortiz, is this the best number to call you back on? (redacted).
**Lead:**
Yes, sir.
**Phone Staffer Caller:**
And if I could ask, Mr. Ortiz, how much is your total loan amount?
**Lead:**
Um, right now I’m not sure. I gotta take a look at the papers at home.
**Phone Staffer Caller:**
That’s okay, just give me a range—probably $200,000 to $300,000, maybe around that?
**Lead:**
I really don’t remember because I’m a year into the loan already.
**Phone Staffer Caller:**
Ah, no problem. I’ll just put in here most probably around $200,000 to $300,000, let’s just say that, so they can compute it for you.
**Phone Staffer Caller:**
And this is for Mr. Juan Ortiz.
Lastly, before I let you go, what is the best email address you’ve got?
**Lead:**
Lil J-u-a-n-n-g at iCloud.
**Phone Staffer Caller:**
At iCloud. Let me just repeat this really quick