Type: Mortgages
Lead Grade:
Name: Vivian (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Lakeland
Intro:
At Phone Staffer, we specialize in generating leads for home service companies through cold calling. In this example, although we initially reached out to a homeowner for mortgage services, the process remains a testament to how effective outbound efforts can be for booking appointments and client interest. While the call started with a misdial, we were able to confirm interest in refinancing and scheduled a callback with a loan expert. Effective cold calling for leads like this highlights its potential, especially for home service lead generation when looking to engage homeowners directly.
Below is the redacted information from this call to protect individual privacy.
Ai Transcript:
**Phone Staffer Caller**:
Hello, is this Vivian?
**Lead**:
It’s not Vivian.
**Phone Staffer Caller**:
Oh my bad, man, looks like I dialed the wrong number.
**Lead**:
I’m her son — is this a collection?
**Phone Staffer Caller**:
Well, actually, I’m calling from (redacted). This is about her current mortgage. But I dialed the wrong number because this is the one that I’ve got here for Vivian (redacted). It seems like your number is the one that we’ve got on record — (redacted)?
**Lead**:
Yeah, I’m on the house as well.
**Phone Staffer Caller**:
Ah, I see. By the way, since I got you on the phone, man, we’re actually calling all the homeowners in this area, (redacted) Drive, and the record shows that you currently, you guys have an FHA loan at a massive 6.75% interest rate. Is this accurate?
**Lead**:
Um, sounds pretty accurate.
**Phone Staffer Caller**:
Yeah, because… Based on all these records, that’s the reason why our loan managers have asked me to actually ring this number, because they saw that you’re still using the old interest rate from the old market. And since it’s through the roof, we saw that we can help you lower it and give you the rate that’s already out, the new, the latest ones. You are still at (redacted) Drive, right, Lakeland?
**Lead**:
Yeah.
**Phone Staffer Caller**:
Sorry, go ahead.
**Lead**:
She would probably be open to doing it, if you could do it just in her name.
**Phone Staffer Caller**:
I’m sorry? What was that?
**Lead**:
I think she’d probably be up for refinancing, if you’re able to do it just in her name and bring the interest down.
**Phone Staffer Caller**:
Yeah, definitely, but who’s the right person that… Because I’m actually an appointment setter, and what I’m doing is just to confirm all these details, and I’m going to schedule a callback from one of our loan managers to actually get you. So, who’s the right person to actually speak to?
**Lead**:
Well, I’d be the first one to talk to, and then…
**Phone Staffer Caller**:
OK.
**Lead**:
I’ve got to see if she’s ready to do that.
**Phone Staffer Caller**:
OK, not a problem. What am I going to do… By the way, what’s your first name?
**Lead**:
I’m sorry, Man. Timothy.
**Phone Staffer Caller**:
Timothy, all right, Tim. Here’s what I’m going to do. Once I’ve got these details, I’m going to share this to our loan manager. Do you have any best time available by tomorrow, you think, that we can schedule between 9 to 5?
**Lead**:
Pretty much anytime is good with me.
**Phone Staffer Caller**:
OK. Tomorrow… Just give me a morning time or afternoon, because they’re also on a tight schedule. Hello, Tim. Are you there?
**Lead**:
Yeah.
**Phone Staffer Caller**:
Yeah, I can hear you now. Can you hear me now?
**Lead**:
Yeah.
**Phone Staffer Caller**:
Can you just give me probably morning times or afternoon times?
**Lead**:
Morning times.
**Phone Staffer Caller**:
Morning times… OK. Let’s say 9 or 10? Is that good?
**Lead**:
That