Type: Mortgages
Lead Grade:
Name: Adrian (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Jacksonville
Intro:
At Phone Staffer, we specialize in helping home service companies increase their business through targeted cold calling for lead generation. In this transcript, our team reached out to a homeowner in Jacksonville, FL, to schedule a follow-up appointment for a potential mortgage refinancing service. The homeowner, Adrian, expressed interest in lowering his interest rate and confirmed his availability for a call with a mortgage loan manager. This interaction showcases the efficiency of outbound cold calling in connecting potential clients with valuable services.
If you’re a home service company looking to improve your outbound lead generation and get more leads, cold calling is an effective way to engage potential customers. Below is the redacted information from the call to protect individual privacy.
Ai Transcript:
**Phone Staffer Caller**:
Yeah, Hello, looking for Adrian.
**Lead**:
Speaking.
**Phone Staffer Caller**:
Good day, Adrian. My name is Chris. I’m just calling you from (redacted). We’re calling all the homeowners currently in this area to (redacted). A record shows that you currently have an FHA loan and a massive 6.75 interest rate, accurate?
**Lead**:
What’s the purpose of the call, please?
**Phone Staffer Caller**:
Yeah, we’re actually calling based on these records because we saw that you’re still using the old interest rate for your mortgage. We’re here to help you refinance it and lower down your interest rate.
**Lead**:
What?
**Phone Staffer Caller**:
Okay, well, what I’m gonna do is since I’ve got all these details in here, I’m going to forward this to one of our loan managers. They will actually call you back at a better time so they can share the lower rate, the updated rate out in the market, the process, and how much money you can save every month.
**Phone Staffer Caller**:
You’ve got the best available time probably tomorrow, between 9 to 5?
**Lead**:
Yes.
**Phone Staffer Caller**:
Can I ask for the best time for them to call you?
**Lead**:
What institute?
**Phone Staffer Caller**:
It’s called (redacted), like ready set-go, (redacted), based in Miami.
**Lead**:
Okay.
**Phone Staffer Caller**:
Ten o’clock is fine?
**Lead**:
Ten in the morning, alright.
**Phone Staffer Caller**:
To confirm, you have a 6.75 interest rate, correct? Or more than that?
**Lead**:
Yes, that’s correct.
**Phone Staffer Caller**:
Alright, got that. And this is the best number to ring you back on tomorrow at 10, right? (redacted).
**Lead**:
Yes.
**Phone Staffer Caller**:
And I’ve got in here too. You’re at (redacted) Timber Falls Court, Jacksonville. That’s (redacted), correct?
**Lead**:
Yes.
**Phone Staffer Caller**:
And also, Mark—I’m sorry, Adrian, can you give me just a range of how much your total loan amount is? Let’s say roughly around 200K or 300K maybe?
**Lead**:
Roughly 300K.
**Phone Staffer Caller**:
Okay, 300K, got it.
**Phone Staffer Caller**:
Alright, and lastly, so our loan manager can send you all this info, what is the best email address you’ve got?
**Lead**:
Say again? I’m sorry, I didn’t hear that.
**Phone Staffer Caller**:
Yeah, what is the best email address you have for us to send you the info?
**Lead**:
What info are you sending me?
**Phone Staffer Caller**:
Well, all the details, like the new rates compared to the old one. All that stuff.
**Lead**:
I’d rather wait until I get that information.
**Phone Staffer Caller**:
Great call.
**Phone Staffer Caller**:
Okay, not a problem. I respect that.
**Phone Staffer Caller**:
Alright Adrian, just to recap. Once again, my name is Chris with (redacted). Tomorrow at around 10 in the morning, one of our loan managers will reach out to you via phone call. They will calculate the best rate and the savings that they can get you. Sound good?
**Lead**:
Yes.
**Phone Staffer Caller**:
Alright. Thank you, Adrian, and you have