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Cold Calling

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Type: Mortgages
Lead Grade:
Name: Guillermo (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Homestead

Intro:

At Phone Staffer, we focus on helping home service companies grow through outbound lead generation strategies like cold calling. In this example, we reached out to homeowners in Homestead, Florida to discuss potential opportunities for refinancing. Although this specific call revolves around mortgage rates, it showcases the effectiveness of cultivating leads through personalized cold calling techniques.

Though unrelated to home services directly, the method used in this call can translate to different industries. Whether targeting homeowners for power washing, HVAC services, or roofing, cold calling remains a powerful tool for home service companies looking to get more leads. Below is the redacted transcript from the conversation to demonstrate our process while protecting private information for confidentiality.

Ai Transcript:

**Phone Staffer Caller**:
Hello, looking for Gilman.

**Lead**:
Yes.

**Phone Staffer Caller**:
Hi. Is this his wife?

**Lead**:
Yes. How can I help you?

**Phone Staffer Caller**:
Hi ma’am, my name is Chris. We’re the Ready Mortgage. We’re actually calling all the homeowners at (redacted) Court because a record shows that you guys have FHA loans with a massive 6.75 interest rate. Is that correct?

**Lead**:
Yes, that’s correct.

**Phone Staffer Caller**:
Basically, that’s the only reason we’re calling and we’re reaching out to the neighbors, ma’am, because our loan officers saw that you’re still stuck with 6.75, which is an old interest rate. That’s why it’s through the roof compared to the latest one that’s already out in the market. Now, our records show that you and Mr. (redacted) are currently at (redacted) Court in Homestead, FL. Is this correct, ma’am?

**Lead**:
Yes.

**Phone Staffer Caller**:
Okay, now I will actually share all these details with our loan managers. They will call you back at a later time so they can inform you, discuss with you the latest interest rate, and we can actually lower your 6.75 dramatically, so that you can have some savings on your mortgage every month. I just need to ask though, when will you be available and Mr. (redacted) at home for them to actually call you back? Do you have time today or tomorrow?

**Lead**:
Yes, if you want, you can call my husband tomorrow. I don’t think he works tomorrow. I can give you his number and you can have some of your agents call them tomorrow, is that okay with you?

**Phone Staffer Caller**:
Definitely, ma’am, that’s actually the purpose of this, so we can speak to both you and Mr. (redacted). One of our loan managers will actually do the calling. Can I have the phone number, please?

**Lead**:
Yes, of course. You can call him at (redacted).

**Phone Staffer Caller**:
(redacted), right?

**Lead**:
That’s correct.

**Phone Staffer Caller**:
Yeah, I think we’ve got his number here in the records. It’s just that my computer has dialed this different number that I ring you back at. And by the way, ma’am, can I ask for your first name at least? So I could just address you properly.

**Lead**:
Yeah, of course, Veronica.

**Phone Staffer Caller**:
Hey, Veronica, so this is the lovely wife of Mr. (redacted) correct? I hope I pronounced that correctly.

**Lead**:
Ah, (redacted), yes.

**Phone Staffer Caller**:
Huh, got it, thank you. And um, all right. I’ll go ahead and give all these details to our Loan managers and by the way, Veronica. When do you think would be the best time that we can talk to Mr. (redacted), or (redacted)?

**Lead**:
After 2 p.m.

**Phone Staffer Caller**:
After 2 p.m., got it. And by the way, um, this email address on his record, is this still up-to-date? (redacted)

**Lead**:
What is it?

**Phone Staffer Caller**:
It’s (redacted)

**Lead**:
No, I don’t, I don’t think so. Maybe he could give you his email address tomorrow. I think he changed it. So maybe