Type: Mortgages
Lead Grade:
Name: Pamela (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Port Saint Lucie
Intro:
At Phone Staffer, we focus on helping home service companies improve their lead generation through targeted cold calling. In the example transcription below, we contacted a homeowner in Fort St. Lucy to discuss refinancing their mortgage. After explaining how we could lower their existing interest rate, the homeowner expressed interest in a follow-up consultation. An appointment was successfully scheduled for a mortgage advisor to further discuss potential savings. This transcript serves as an excellent case study in how outbound calling strategies can generate valuable leads for a variety of industries. If you’re seeking to enhance your home service lead generation process, cold calling might be the solution to get more leads for your company. Below is redacted information from the actual call, preserving the privacy of the individual.
Ai Transcript:
Phone Staffer Caller:
Oh, hello it is a Pamela.
Lead:
Hello.
Phone Staffer Caller:
Uh, hi Pamela, this is just Chris with (redacted). We’re actually uh calling all the homeowners in this area, Southeast Mandrake Circle, because our records do show that you currently have an FHA loan with a very high 6.75 interest rate, is this correct?
Lead:
Okay, go ahead.
Phone Staffer Caller:
Yeah, well, Pamela this is only the reason why we’re calling you because it was brought to our attention, um, our loan officers saw that you’re still using the 6.75 rate from an old market compared to the latest ones that is actually out and uh they saw that we can help you like, uh, lower this 6.75 extremely.
You’re currently at (redacted) Southeast Mandrake circle in Fort St. Lucy correct?
Lead:
Okay.
Phone Staffer Caller:
Yep. Um, actually this um I will share all these details to our loan manager, Pamela. They will reach out to you at a later time so they can share with you the lower rate, the process, how much money you can save every month on your mortgage, on your existing mortgage, after, uh, lowering your interest rate down.
Would you happen to have like an available time let’s say tomorrow between 9 to 5 to take a call back?
Lead:
Sure.
Phone Staffer Caller:
About, uh— Sorry. Go ahead please.
Lead:
I’m just, I’m just actually checking my calendar because, um, the schedules of our managers are actually tight.
Phone Staffer Caller:
Um, okay. Uh, which time would you prefer tomorrow, Pamela?
Lead:
About five.
Phone Staffer Caller:
Five in the afternoon. Okay? And this would be the best number that they can ring you back on (redacted)?
Lead:
Yes.
Phone Staffer Caller:
Okay, got it. And, also, I’ve got here your email. Is this still an accurate email address? You got johnson… t-i phanny at gmail.com?
Lead:
Yes.
Phone Staffer Caller:
All right. Got it. And lastly, Pamela, can you give me, like, just about, um, an idea how much your total loan amount is? Just the range, maybe to around 300 or 200, perhaps?
Lead:
The latter.
Phone Staffer Caller:
I’m sorry?
Lead:
The latter.
Phone Staffer Caller:
Okay, so that’s a lot of, like, um, about 300? Is that fair to say?
Lead:
All right. Got it. Yes.
Phone Staffer Caller:
Now, Pamela again, my name is Chris. This is (redacted). One of our loan manager will reach out to you tomorrow after five, they will probably send you first an email to confirm the appointment, and then they will share with you, calculate the best rate, savings that you can get every month, and make sure that we dramatically reduce the 6.75 Interest Rate.
Sounds good?
Lead:
Sounds good.
Phone Staffer Caller:
Okay. Thank you so much for taking the call, Ma’am. I really do appreciate it. God bless you. Talk to you later. Have a good day.
Lead:
Bye, bye.