Type: Mortgages
Lead Grade:
Name: Evelyn (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Ocala
Intro:
At Phone Staffer, we specialize in generating leads for home service companies using targeted cold calling techniques. In this transcript, we made contact with a homeowner in Ocala, Florida, to set up a call back regarding mortgage loan options. While this interaction was more finance-related, it still illustrates how cold calling can be effectively used to reach homeowners and generate valuable leads. If you’re looking to improve your lead generation tactics for your home service company or need help with outbound efforts to get more leads, implementing cold calling strategies can lead to successful appointments. Below is the redacted information from the call to protect the privacy of the homeowner.
Ai Transcript:
**Phone Staffer Caller**: Oh hello, is this Evelyn?
**Lead**: Who’s calling?
**Phone Staffer Caller**: Ah hi Evelyn, this is just Chris with a (redacted) mortgages.
**Lead**: With who? What mortgages?
**Phone Staffer Caller**: Yeah, (redacted) mortgages from Miami. We’re calling about your existing mortgage Evelyn.
**Lead**: Yeah, what about it?
**Phone Staffer Caller**: Yeah we are calling all the homeowners in this area, Southwest, 168th Loop. And our records show that you currently have an FHA loan with a massive 6.75 interest rate, is this correct?
**Lead**: Yes, it probably is.
**Phone Staffer Caller**: That’s actually the reason why we’re calling Evelyn, because our loan managers saw that you’re still using the old interest rates, that’s why it’s through the roof compared to the latest rates that have come out already, and they’ve actually decided for us to give you a call so we can lower your interest rates dramatically. So we can save you some money every month on your mortgage and you may have a limit. Sorry, go ahead.
**Lead**: Could it still be a reverse mortgage, that I didn’t have to make any payments until I sold the house?
**Phone Staffer Caller**: Oh, so you were selling your house? Your property?
**Lead**: No, I have a reverse mortgage.
**Phone Staffer Caller**: Okay.
**Lead**: Which means I make no payment a month but if, when I die, or when I decide to sell the house, then I make the payment on my mortgage. Would it still be that kind of a mortgage or would I have to make monthly payments?
**Phone Staffer Caller**: Well, that’s actually why we’re calling, because we need to let you speak to one of the loan managers so they can make the same exact arrangement with you. Our primary… our primary… our primary deal here is just we saw that you’re still having a high interest rate, that’s why we’re calling. So here you’re…
**Phone Staffer Caller**: I don’t want to, I don’t want to waste your time Evelyn because I’m, well obviously, I’m just an appointment setter, I will have one of our loan managers call you. Would you be available tomorrow between any time between 9 to 5?
**Lead**: Um, sure.
**Phone Staffer Caller**: What would be the best time for you, for them to call you back, ma’am?
**Lead**: Let’s see, probably middle morning.
**Phone Staffer Caller**: Middle morning, okay. Would 10 a.m. to 12 noon be fine?
**Lead**: Yes, that’d be fine.
**Phone Staffer Caller**: Okay, got it. And I have you here as Evelyn (redacted), correct?
**Lead**: Correct.
**Phone Staffer Caller**: And you’re currently residing at (redacted) Southwest, 168th Loop, (redacted), Florida. Is that right, ma’am?
**Lead**: Yes.
**Phone Staffer Caller**: Okay. And also Evelyn, can you give me just a heads-up how much your total loan amount is? The mortgage for the house? Just the range.
**Lead**: Four hundred thousand.
**Phone Staffer Caller**: 1500-k, right?
**Lead**: Four hundred thousand.
**Phone Staffer Caller**: Oh, four hundred. My bad. Yeah, I mean, that’s hard.
**Phone Staffer Caller**: Oh yeah, I can hear that. I can hear that. It’s okay, that’s fine. And, okay, are you still using the same email address, (redacted)?
**Lead**: I am, yeah.
**Phone Staffer Caller**: Okay, got it