Type: Mortgages
Lead Grade:
Name: Angela (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Port Saint Lucie
Intro:
At Phone Staffer, we specialize in helping home service companies generate leads through effective outbound cold calling strategies. In this transcript, we reached out to a homeowner in St. Lucie to discuss refinancing options. The homeowner expressed interest in potentially lowering their mortgage rate and agreed to have a follow-up call with one of our loan managers at a scheduled time. This is a prime example of how outbound for leads can be an effective strategy, whether you are in the home services or financial industry. If you’re looking to get more leads for your home service company, cold calling for leads can be a key element in your outbound lead-generation efforts. Below is the redacted information from the call to maintain individual privacy.
Ai Transcript:
Phone Staffer Caller:
Oh hello. Looking for Angela.
Lead:
Hello, this is. How can I help you?
Phone Staffer Caller:
Oh, this is Mr. (redacted). Is this correct?
Lead:
This is Jayme. Angela’s my wife. How can I help you?
Phone Staffer Caller:
Okay, good day, man. I’m just calling from (redacted). My name is Chris. We’re actually calling all the homeowners in this area, Southwest Coconut Kiiway, and our records actually show that you guys currently have an FHA loan at a very high 6.75% interest rate. Is this accurate?
Lead:
Yes, yes.
Phone Staffer Caller:
Yeah, this is actually the reason why we’re calling you, Hermann. Because our loan officers saw that you’re still using the old interest rate plan. That’s why it’s through the roof, still 6.75%, and the reason why we’re calling you is we saw that we could help you lower these 6.75 and give you the newest rate, which is out in the market, to save you some money every day on your mortgage payment. Are you still at 357 Southwest Coconut Keyway or St. Lucie?
Lead:
Yes. We have our mortgage loan dealing with that. Did you know it’s already been done? Is that correct?
Phone Staffer Caller:
We are in the process, we are on our way.
Lead:
Oh, you’re refinancing already, correct?
Phone Staffer Caller:
Not yet. We’re in the process of doing that.
Lead:
I see. Well Herman, would it be possible for you to actually take a phone call from one of our loan managers? So they can just give you the details, just the amount—no obligation.
Lead:
We may actually have got to be, got to be late at end of the day.
Phone Staffer Caller:
OK, not a problem. Can I ask? Do you have a specific time? Let’s say tomorrow between nine to five, Hermann?
Lead:
10 o’clock is good.
Phone Staffer Caller:
Ten in the morning, is that correct?
Lead:
Yes.
Phone Staffer Caller:
And is this the best number to actually call you back on tomorrow at ten?
Lead:
Yes.
Phone Staffer Caller:
Alright, got it. And is this also an active email address? (redacted)?
Lead:
That’s correct.
Phone Staffer Caller:
OK, got it. And lastly, man, I’m going to actually give all these details to one of our loan managers so they can call you back tomorrow at ten, so they can discuss with you the loan, all the rates, and other savings that you can get every month. How much is the total of your loan amount? Just give me a rate, around 200 or 300 maybe?
Lead:
Uh, can you repeat one more time?
Phone Staffer Caller:
Yeah, how much is your total loan for your mortgage? Again, around 200 or 300? Just a heads up.
Lead:
3,500.
Phone Staffer Caller:
OK, but the total. How much is it?
Lead:
3,500. It’s what we pay every month.
Phone Staffer Caller:
OK, 3,500 every month. So I’m assuming your total loan amount must probably be around 300k’, right? Or 200k’?
Lead:
350.
Phone Staffer Caller:
350, there you go. Alright, Hermann. Again, my name is Chris. I’m calling you from (redacted). They will call you tomorrow at 10 a.m., and they will share with you