Type: Mortgages
Lead Grade:
Name: Thomas (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Palm Bay
Intro:
At Phone Staffer, we specialize in cold calling to generate quality leads for home service and mortgage companies. In this particular cold call example, we contacted a homeowner regarding their mortgage interest rates. While the call was initially intended for a different household member, the homeowner provided helpful details, and a follow-up call was scheduled with a loan manager to discuss potential savings on the mortgage. This interaction highlights the effectiveness of cold calling for generating leads and improving outbound efforts in service industries like mortgages and home services.
Below is the redacted information from the call to protect individual privacy.
Ai Transcript:
**Phone Staffer Caller**:
Hello. Looking for Thomas, please.
**Lead**:
For who?
**Phone Staffer Caller**:
Thomas.
**Lead**:
Thomas, yeah, my partner. He’s not here with me right now.
**Phone Staffer Caller**:
Okay, yeah. Yeah, Chris, by the way, ma’am. I’m with (redacted) mortgage. It shows that you guys have a massive six point seventy-five interest rate for the mortgage. Is that correct?
**Lead**:
That’s only the reason why we’re calling Thomas, because… well, our loan officers saw that you’re still stuck with six point seventy-five, which is quite an interest rate compared to the…
**Phone Staffer Caller**:
Right, got it. Now, since Thomas isn’t around ma’am, I will ask one of our loan managers to call him back at a later time so they can discuss with him the latest rates, the process, and the amount of money you could save every month on your mortgage. When do you think would be the best time we could speak with him?
**Lead**:
I believe around four o’clock today. If you guys can call his phone number, if that’s not this one. I believe you have his phone number on file in the record?
**Phone Staffer Caller**:
Give me one second, ma’am. I am checking my calendar first. You did mention 4 p.m. today, right?
**Lead**:
Yeah, at four p.m. By four p.m., he’ll be on the way to work, so he can answer when he’s driving. It’s better, because right now he works nights, so he’s sleeping right now.
**Phone Staffer Caller**:
Oh, he’s sleeping right now, okay. Yeah, we’ll try to actually call him around three or four p.m. today. Is that fine?
**Lead**:
For tomorrow?
**Phone Staffer Caller**:
Today by four should be better.
**Lead**:
Three o’clock he is still getting ready.
**Phone Staffer Caller**:
Oh, four o’clock. Have you got the phone number?
**Lead**:
Well, the one that we’ve got here is this number I dialed, which obviously is yours, but the other phone number that I’m showing on our records, ma’am, is (redacted) and (redacted).
**Phone Staffer Caller**:
Okay, give me one second. (redacted), got it. By the way, can I ask for your first name so I can just address you properly, ma’am?
**Lead**:
Elaine.
**Phone Staffer Caller**:
Elaine! Okay, got it. Thank you, Elaine. Good morning to you, by the way. Now, Elaine, I will ask one of our loan managers to call him today around 4 p.m.
**Phone Staffer Caller**:
And before they call, we will actually send him an email to confirm so that he’ll be able to answer that phone call, because we don’t want to waste his time. Is (redacted) the best email address for that?
**Lead**:
Yeah, that’s it.
**Phone Staffer Caller**:
Okay, got it. And before I let you go, ma’am, would you happen to know how much your total loan amount is for the house? Like just the range — maybe $200,000 to $300,000, maybe?
**Lead**:
I think it’s like $280,000-something, $270,000-something. $200,000 to $700,000—I don
