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Cold Calling

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Type: Mortgages
Lead Grade:
Name: Scott (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Saint Petersburg

Ai Transcript:

“`plaintext
Lead: Hello, is this Scott?

Phone Staffer Caller: Yes.

Lead: Umm, hey Scott. Good day. This is just Chris with Ready Mortgage. Uhh, we’re actually calling all the homeowners in this area, [redacted] Avenue North. And umm, a record shows that you currently have an FHA loan at 6.75 interest rate. Is this correct?

Phone Staffer Caller: Sounds right.

Lead: Right, umm. Based on these records, Scott, umm, that’s actually the reason why we’re calling you because ahm, we saw that you currently still have a outdated interest rate, which is massive to prove at 6.75 compared to what umm, the latest development out on the market.

Phone Staffer Caller: Well, you’re currently at [redacted] Avenue North. Is this correct, sir?

Lead: Yeah.

Phone Staffer Caller: Alright, then this is what I’m gonna do, Scott. I will share these details to one of our loan managers. They will actually be reaching out to you, share a lower rate. Drastically, like bring down the 6.75 interest, the process and how much money you can save every month. Umm, do you have like an available time? Let’s say tomorrow between nine to five for them to call you back?

Lead: Yeah, that’d be fine. Yep.

Phone Staffer Caller: Umm, give me a second here. I’m just pulling up my calendar. Between nine to five tomorrow Scott, what will be the best time of year, that you will prefer?

Lead: I really don’t know for certain, they can always leave the message and I can call them back, if I’m available.

Phone Staffer Caller: Okay, alright, umm. Well they would actually send you first like probably an email to confirm that they will be calling you. So, I’ll just put here, would it be better mornings time, or afternoon, what do you think?

Lead: Umm. I don’t know, you caught me off guard whenever you called.

Phone Staffer Caller: Yeah it’s alright, ummm. Let me try around 3 or 4 in the afternoon, that would be fine with you. Alright?

Lead: Sounds good.

Phone Staffer Caller: And also Scott, umm, before we go, I just need to make sure they can call you back at [redacted], that’s the best number, right?

Lead: Correct.

Phone Staffer Caller: And before they call you, they will send you a notification, what is the best email you got?

Lead: Umm, the text is going to be best. I don’t, I don’t really do emails.

Phone Staffer Caller: OK. I do clean it out once in a while, but I don’t communicate that way.

Lead: Yes, umm, I respect that, definitely. And um, last question, though, what is your total loan amount? Like around 200, around 300 maybe?

Lead: No, like less than $90?

Phone Staffer Caller: Umm, I’m sorry?

Lead: Less than… Around, around $80? Or $90,000?

Phone Staffer Caller: No.

Lead: Yeah.

Phone Staffer Caller: OK. Yes. That’s, that’s fine. Give me a second. I’m just, OK, yep, this is where they’re going to base, uh, all the information that we’ll be sharing with you, umm, with a phone call tomorrow. So Scott…

Lead: Yeah, the only reason I have a mortgage is that is because I, I took out, I took out money for some home improvements.

Phone Staffer Caller: Ahhh!

Lead: But it’s not, it’s nowhere near what the, the current value of the properties were.

Phone Staffer Caller: No, no, it’s cool. It’s cool, Scott. It’s