Type: Mortgages
Lead Grade:
Name: Brenda (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Saint Augustine
Intro:
In this transcript, we cold-called a homeowner in [City Name], reaching out on behalf of a mortgage company to help the client review and potentially lower their current loan interest rate of 6.9%. The call ended with the homeowner expressing interest in learning about updated lower rates from a loan manager and agreeing to a scheduled follow-up. Contact details and key information, such as the loan balance, were exchanged, and a confirmation of the next steps was provided.
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Summary for Home Service Lead Generation SEO:
In this post, we showcase an example of successful outbound lead generation in [City Name] aimed at homeowners. Through cold outreach, we were able to capture the interest of the lead and schedule a follow-up call to discuss more favorable terms for their mortgage. This process mirrors how cold calling can effectively generate leads, whether for home services like power washing or for industries such as real estate and mortgages. Below is the redacted transcript, demonstrating a successful initial cold call:
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This introduction integrates keywords such as *Cold Calling for leads* and *Outbound for leads* and could be modified further depending on your campaign’s focus or audience.
Ai Transcript:
Sure! Here is your cleaned-up and redacted transcript:
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**Phone Staffer Caller**: Hello. Hello. Can you hear me?
**Lead**: Yes. I can hear you now.
**Phone Staffer Caller**: Yeah. Hey, this is Brenda?
**Lead**: Yes, it is.
**Phone Staffer Caller**: Good morning. This is just Chris with **(redacted)**. We’re actually calling all the homeowners in this area, **(redacted)** Drive.
Our records do show that you currently have an FHA loan at a massive 6.75 interest rate. Is this accurate?
**Lead**: It’s actually 6.9 from what I understand.
**Phone Staffer Caller**: Oh, man. Well, that’s exactly the reason why we’re calling you. We’re reaching out to the neighbors, and we saw that you’re still using the old interest rate, which is through the roof compared to the latest one that’s out in the market.
The updated.
**Lead**: What is the updated one, right now?
**Phone Staffer Caller**: Well, actually, Brenda, our loan manager will actually reach you at a better time. I’m going to share all the details with him, and they will actually share the lowest rate possible, compared to what? 6.9, you mentioned earlier?
**Lead**: 6.9.
**Phone Staffer Caller**: We don’t get so many payments we’re making every month, especially if you’ve got a huge total loan amount.
Here’s what I’m gonna do, Brenda. Since I’m going to share all the details with our loan manager, do you have, like, a best time tomorrow between 9 and 5 to take a phone call from one of our loan managers?
**Lead**: Not tomorrow, I’m tied up tomorrow.
**Phone Staffer Caller**: How about some other day within this week, so we could schedule?
**Lead**: I prefer that you guys send me a text first because I typically don’t answer my phone.
**Phone Staffer Caller**: Absolutely, that’s not gonna be a problem, Brenda. What’s the best time on Friday, so I can set it up?
**Lead**: Uh, probably mid-morning, from 11 am.
**Phone Staffer Caller**: Mid-morning, okay. Like between 10 to 12, would that be okay?
**Lead**: Sure.
**Phone Staffer Caller**: All right, and this would be the best number to send you a text or call, right? **(redacted)**?
**Lead**: Correct.
**Phone Staffer Caller**: All right, uh, do you have any active e-mail address where we can send you all this info?
**Lead**: Yes, you can, uh, send it to **(redacted)**.
**Phone Staffer Caller**: So that would be “B,” “J” as in Joey, “A” as in Apple, “D” as in Dom. Is that right? **(redacted)**?
**Lead**: Yes.
**Phone Staffer Caller**: Got it. And lastly, what is your total loan amount? You can give me a range, like probably 300 to 400?
**Lead**: It’s 400, about 402.
**Phone Staffer Caller**: 402, wow, and you’re at a 6.9 interest rate? Man, this is big—okay, got it.
So, Brenda, this is what I’m gonna do. I’m going to send all these details. Come Friday, they will send you a text or an e-mail to confirm that they’ll be calling you between 10 and 12, just to make sure you can take that phone call.
Then they can discuss with you the lowest rate that you can get