Type: Mortgages
Lead Grade:
Name: Cassandra (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Jacksonville
Intro:
At Phone Staffer, we specialize in outbound lead generation for home service companies. In the following transcript, we reached out to a homeowner in the Jacksonville area regarding a potential mortgage refinance opportunity. By cold calling and confirming details such as interest rates and loan amounts, we were able to schedule a follow-up call with one of our loan managers. This example showcases how cold calling can effectively generate meaningful leads, ultimately helping homeowners explore lower mortgage rates and save on their monthly payments.
If you’re looking to improve your outbound lead generation efforts, whether for loans or home services, utilizing cold calling as part of your strategy can help you get more leads and grow your business. The details of the interaction below have been redacted for privacy concerns.
Ai Transcript:
**Phone Staffer Caller**: Hello. This is Cassandra.
**Lead**: Yes, it is. Who’s calling please?
**Phone Staffer Caller**: Good morning, Cassandra. This is just Chris with the (redacted). We’re just calling all the homeowners in this area, uh Gate Parkway West and uh our records do show that you currently have an FHA loan with a massive 7.5 interest rate. Is this correct?
**Lead**: Yes.
**Phone Staffer Caller**: Yeah, Cassandra, uh this is actually the reason why we’re calling you because our loan officers saw that you’re actually still using the old interest rate from the wealth of the old market, which is 7.5. That’s why it’s over the roof compared to what’s out of the market now. Now since I’ve got all this information confirmed, I will share the details to our loan managers. They will actually reach out to you at a better time a later time, so they can share a lower rate, the process, and how much money you can save every month on your mortgage.
Would you happen to have an available time, let’s say tomorrow, between nine and five to take a call from them?
**Lead**: I could do tomorrow at nine.
**Phone Staffer Caller**: That would be nine in the morning?
**Lead**: Yes.
**Phone Staffer Caller**: Okay. Is it okay if it’s nine to 9.30 because I’m checking the calendar of our managers. They’re oh-so-tight here.
**Lead**: Okay. Nine-to-9.30. Would that be fine?
**Phone Staffer Caller**: That’s fine.
**Phone Staffer Caller**: Okay. This is the best number that they can call you back at, right? The number I called.
**Lead**: Correct.
**Phone Staffer Caller**: Alright. And also, I have you here at (redacted) Gate Parkway West Unit (redacted). This is in Jacksonville (redacted). Correct, ma’am?
**Lead**: Correct.
**Phone Staffer Caller**: Alright. And also, can I just ask, give me a heads up, how much your total loan amount is? Just a range, maybe it’s around 200 or 300 perhaps?
**Lead**: It’s around 210.
**Phone Staffer Caller**: 210. Got it. Okay, alright. I’ve got all the details in here and, lastly, they will be some, one of our managers will be sending you first like a confirmation email for the appointment for tomorrow’s call. What is the best email address you’ve got, Cassandra?
**Lead**: (redacted) at Yahoo dot com.
**Phone Staffer Caller**: Okay, so that’s like if I pronounc it’s (redacted) at Yahoo dot com. Is that correct?
**Lead**: Yeah, close enough.
**Phone Staffer Caller**: Okay, I’m sorry, yes. Alright, and your last name is (redacted), correct?
**Lead**: (redacted), yes.
**Phone Staffer Caller**: (redacted), good, there you go. Cassandra, I really do appreciate this time you’re giving me tremendously for taking this phone call. One of our loan managers will reach out to you tomorrow 9 or 930 so they can calculate the best rate, the savings we can get you, the amount of money that we can save you every month for your mortgage. Sound good?
**Lead**: Okay, that’s fine, thank you.
**Phone Staffer Caller**: You have a beautiful and blessed day ma’am. We’ll talk to you tomorrow. Buh-bye.
**Lead**: You as well, good-bye.