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Cold Calling

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Type: Mortgages
Lead Grade:
Name: Anthony (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Pinellas Park

Intro:

At **Phone Staffer**, we specialize in helping home service companies generate more leads through effective outbound cold calling strategies. In this call example, we reached out to a potential client in Pinellas Park to discuss opportunities for mortgage refinancing, which could help save the homeowner money by lowering their current interest rate. Despite the homeowner’s busy schedule, we successfully arranged a callback with a loan officer. This is a great example of how outbound lead generation, whether for mortgage services or home service businesses, can help companies connect with potential clients and grow their customer base.

If you are a home service company looking to improve your outbound efforts and get more leads, cold calling is a proven strategy that can drive results. Below is the redacted information from the call to protect individual privacy.

Ai Transcript:

“`
Phone Staffer Caller: Oh hello, is this Anthony?

Lead: Yes, it is.

Phone Staffer Caller: Anthony, good day. This is just Chris with (redacted) mortgages. We’re actually calling all the homeowners in this area, 72nd Avenue North, and our records do show that you currently have an FHA loan with a massive 7.5 interest rate. Is this correct?

Lead: Yeah.

Phone Staffer Caller: Well actually, that’s basically the reason why we’re calling you, Anthony, because our loan officers saw that you’re actually still using the old interest rate, which is through the roof—7.5 compared to what’s out in the market now.

Since we’ve got all your details here, I’m going to share all your details with one of our loan managers. They will actually reach out or get back to you at another time whenever you’re available so they can share with you the lower rate, the latest ones, the process, and how much money you can save on your mortgage. Are you—

Lead: It’s 25 Seventh… you know it. In, uh, Pinellas Park. Yeah, (redacted), 33781…

Phone Staffer Caller: Okay. I just wanted to add—do you have, let’s say, any available time tomorrow between 9 a.m. to 5 p.m. for the callback?

Lead: Nope. I’m never available between 9 and 5.

Phone Staffer Caller: Yeah, ok ok. Well, let’s… let me go ahead and just give it a try. I can have some wonderful loan manager call you back tomorrow, let’s say 5 p.m. Would that be possible?

Lead: Sounds good.

Phone Staffer Caller: Okay, got it. Anthony, I do have you here at 7.5 interest rate right now. Can you give me a little bit of a heads-up—how much your total loan amount is? Like, just a range.

Lead: Probably 200 or 300, maybe 191.

Phone Staffer Caller: A hundred and ninety-one dollars?

Lead: A hundred ninety-one thousand.

Phone Staffer Caller: Ah, okay, got it. A hundred ninety-one thousand, I’m sorry. And what is the best email address you’ve got—or should I say, is (redacted) alright?

Lead: Got it.

Phone Staffer Caller: Now Anthony, I’ve got all these details here. They will call you back at this number, (redacted), tomorrow after 5 p.m. They probably should just shoot you an email first to confirm the appointment?

Lead: Yeah, or a text, because I never look in my email. I mean, I do, but not if I’m still working. I could still be at work.

Phone Staffer Caller: Yeah, to be honest either. And I truly appreciate the time you’re sparing, man, to actually take this call. Yeah, I’ll tell them to send you a text message on the same number that I just called you on—(redacted).

Lead: Alright.

Phone Staffer Caller: So they’ll be calling you tomorrow between 5 to 5:30 p.m. to share with you the lowest rates possible. Because, to be honest, this is really a pain for you to be paying this much every month with a 7.5 interest rate.

Lead: I mean, aren’t they gonna be lowering and lowering them again?

Phone Staffer Caller: Yeah, the latest rate just actually came down. I’m not really sure when it’s going to lower again, but uhm, I suggest you just hear—uh, hear them out. A loan officer’s about to call you and, who knows, it might be to your liking.

Lead: Alright.

Phone Staffer Caller: Thank you, Anthony.

Lead: You too.

Phone Staffer Caller: Okay, thank