Type: Mortgages
Lead Grade:
Name: Diego (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Haines City
Intro:
**Introduction:**
We conducted outbound cold calling in **Haynes City** to generate mortgage refinance leads for one of our clients. The following lead was particularly interested in refinancing their FHA loan with a lower interest rate. After gathering relevant details, a follow-up appointment was scheduled with one of our loan managers to discuss potential savings.
This case demonstrates how effective **cold calling for lead generation** can be, especially within the **home service** and **financial sectors**, providing valuable opportunities for companies to engage directly with homeowners and offer refinancing solutions through outbound campaigns. Below you will find the redacted information from the actual call:
(Note: All sensitive information such as addresses, emails, and personal details have been redacted for privacy.)
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Implementing effective **home service lead generation** approaches like these can help companies connect with potential clients and generate more leads through personalized outbound efforts.
Ai Transcript:
Certainly! Here’s your cleaned-up and redacted transcript. All sensitive information has been redacted as requested.
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**Phone Staffer Caller:**
Hello.
**Lead (Diego):**
Hello.
**Phone Staffer Caller:**
Is this Diego?
**Lead (Diego):**
Yes.
**Phone Staffer Caller:**
Good day to you, Diego. My name is Chris from (redacted). I just spoke to, actually… Mary, your wife. Mrs. (redacted)? I dialed… Actually, for some reason, I’ve dialed your number, but she gave me your number.
Actually, Diego, the reason I’m calling is because we’re going through all the lists of homeowners in this area, Town Circle, and our record shows that you currently have an FHA loan at a 6.75% interest rate, which is currently very high. Is this correct?
**Lead (Diego):**
Yes, correct. Yep.
**Phone Staffer Caller:**
And according to Mary, well, you should be the right person to talk to because I was asking her… this 6.75% rate is actually from an outdated market interest rate. That’s why it’s through the roof compared to the current rates out there in the market.
Now, I told Mary that I’m going to share these details with one of our loan managers, who can actually call you both back at a later time to share the lower rate, the process, and how much money you could save every day. Since we’re looking out for all the neighbors here in Payne City.
Okay, if I could ask, Diego, do you have any best time when one of our loan managers could actually call you back? Like, probably tomorrow between nine to five or any days within this week?
**Lead (Diego):**
Anytime tomorrow.
**Phone Staffer Caller:**
Okay, okay. Give me one second.
So you’re currently at (redacted), Haynes City, Florida, 33844, right?
**Lead (Diego):**
Correct.
**Phone Staffer Caller:**
Okay, and earlier I think, the number I dialed was (redacted), and that was actually for Mary. So, what’s the best number that I can call you back on? Is this the right number that I dialed you on?
**Lead (Diego):**
Yes, this is the right number.
**Phone Staffer Caller:**
Okay. Give me a second, sir. So that’s (redacted), correct?
**Lead (Diego):**
Correct.
**Phone Staffer Caller:**
Alright, got it.
So, apparently at a 6.75% interest rate… Diego, can you give me a range of how much your total loan amount is? Let’s say roughly around $200,000 or $300,000, maybe?
**Lead (Diego):**
The loan amount? Yeah, the total loan amount of your mortgage… It’s $295,000 right now.
**Phone Staffer Caller:**
Wow, $295,000. And you’re at a 6.75% interest rate? I can’t imagine how much you’re paying every month for this, man.
**Lead (Diego):**
Oh yeah.
**Phone Staffer Caller:**
Lastly, so we can send you all the information, should we just send the email to Mary? We have her email here at (redacted). Or would you prefer we send it to you?
**Lead (Diego):**
No, you can send it to me.
**Phone Staffer Caller:**
Okay, so that’s (redacted), right?
**Lead (Diego):**
No, that’s my mom’s email