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Cold Calling

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Type: Mortgages
Lead Grade:
Name: Juan (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: San Antonio

Intro:

At Phone Staffer, we focus on helping home service companies grow their client base through effective outbound lead generation techniques, including cold calling. In the following transcript, we spoke with a homeowner in San Antonio to arrange for a follow-up discussion on lowering his VA loan interest rate. The homeowner was open to continuing the conversation and has scheduled a time for further consultation with one of our loan specialists. This example showcases how effective outbound outreach can be for generating qualified leads in the home services and mortgage sector.

To protect privacy, all sensitive information has been redacted. Below is the redacted transcript from the call.

Ai Transcript:

**Phone Staffer Caller:**
Hello.

**Lead:**
Yes.

**Phone Staffer Caller:**
I’m looking for Mr. Dominges.

**Lead:**
I’m speaking.

**Phone Staffer Caller:**
Good day, Mr. Dominges. My name is Chris with (redacted). I’m simply calling because our record shows that you have a BA loan with a massive 6.75 interest rate. Is this still correct?

**Lead:**
I believe so, yes.

**Phone Staffer Caller:**
That’s the only reason why I’m calling, because our record shows here and our loan managers saw that you’re still using the old interest rate. That’s why it’s still very high, 6.75 compared to the latest rates out there.

Also, we’re looking after all the homeowners here in (redacted) San Antonio, and we believe that you’re currently at (redacted) San Antonio, Texas. Is this right?

**Lead:**
Correct.

**Phone Staffer Caller:**
Yup. Now, Mr. Dominges, I don’t want to take too much of your time because I’m going to give all these details to our loan managers, who will personally call you back at a later time. They can discuss with you over the phone the latest rates, how to tremendously lower your interest, and the amount of money that you can save every month for your mortgage.

Do you have an available time later this afternoon after 5, or probably tomorrow? Between 9 to 5?

**Lead:**
Yeah, any time after 6.

**Phone Staffer Caller:**
After 6? Would you be okay today after 6, Mr. Dominges?

**Lead:**
Yeah, that should be fine.

**Phone Staffer Caller:**
Okay, give me one second here, man. I’m just trying to check one of our schedules from one of our loan managers. All right, here.
And, also, um… give me one second here. How much is your total loan amount for your house? For the mortgage? Just a range?

**Lead:**
Around $200, $300 maybe. About $360, I think.

**Phone Staffer Caller:**
$260, right?

**Lead:**
Got it.

**Phone Staffer Caller:**
And, okay, got it.

Also, before they call you later at 6 p.m., just to make sure not to waste your time, if you will be able to answer, do you have a best email address that we can send you a confirmation for the call?

**Lead:**
Yeah, JD1981Jr at hotmail.com.

**Phone Staffer Caller:**
hotmail.com, got it. That’s JD, like 1 Dominguez, right?

**Lead:**
Correct.

**Phone Staffer Caller:**
Okay, got it. So let me just read that back to be sure: JD1981Jr at hotmail.com. Got it.

Now, I’ve got all these details, man. And, again, my name is Chris with (redacted). Um, later at 6, one of our loan managers will bring you— they will discuss with you how the latest data line rates look like and how to tremendously lower the 6.75 because we know that this is actually still massive.

**Lead:**
All right.

**Phone Staffer Caller:**
Have a nice day, man.

**Lead:**
Yep. Talk to you later.

**Phone Staffer Caller:**
Bye-bye.

**Lead:**
Bye.