Type: Mortgages
Lead Grade:
Name: Sandro (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Spring Hill
Intro:
At Phone Staffer, we focus on generating quality leads for home service companies using effective cold calling techniques. In this particular transcript, we contacted a homeowner in Springhill, Florida, regarding potential mortgage refinancing options. Through a successful conversation, we secured an appointment for the homeowner to speak with a loan officer about reducing their high interest rate. This example showcases how outbound efforts like cold calling can help connect businesses with leads that are ready to explore new service opportunities. If you’re a home service company looking to get more leads through outbound lead generation, cold calling can be a highly effective strategy. For privacy reasons, we’ve redacted sensitive details from the call.
Below is the redacted transcript of the conversation:
Ai Transcript:
**Phone Staffer Caller**:
Yeah, Yeah. Who’s this?
**Lead**:
Yeah, my name is Chris. Is this Sandra?
**Phone Staffer Caller**:
Yes, it is. That’s what I’m calling.
**Lead**:
From where?
**Phone Staffer Caller**:
Yes. This is Chris. Was (redacted) Mortgage. I’m just calling about your existing mortgage because we’re calling all the homeowners in this area, Springhill Drive, and our record shows that you currently have an FHA loan with a very high interest rate. 7.51, is this correct again?
**Lead**:
So why?
**Phone Staffer Caller**:
Yeah, this is basically the reason why we’re calling, Sandra, because our loan officers saw that you’re still using the old rate plan, which is 7.51. That’s why to move the rate to the latest that’s already out in the market. Now, our record shows too, you’re currently at (redacted) Springhill Drive in Springhill, Florida, (redacted). Correct?
**Lead**:
Yeah, I just wanna question how you got my info. I didn’t give you my info.
**Phone Staffer Caller**:
Well actually we got it from public listings for mortgages because we’re calling all the homeowners in this area.
**Lead**:
So what is the reason that you’re calling? For me to change my loan?
**Phone Staffer Caller**:
Well, the reason we’re calling is for us to actually let you speak to our loan officer at a later time. They will call you so they can reach out, discuss the latest rates that are currently out compared to what you have and dramatically lower your interest rate, which is currently sitting at 7.51.
**Lead**:
Okay.
**Phone Staffer Caller**:
I’m actually asking, Sandra, if you have like a time. I’m just checking my calendar. Do you have time on Monday between 9 to 5 to take a phone call from our loan manager?
**Lead**:
Yeah, you can call me around 5 o’clock. I work at 3:30, by the time I get home– I work in Tampa, so it takes me a bit.
**Phone Staffer Caller**:
All right. Okay, so that’s on Monday, 5 PM. Correct?
**Lead**:
Right.
**Phone Staffer Caller**:
All right, got it. And this is for Mr. Sandra (redacted), and this is the best number that they can call you back at—the number I dialed, right?
**Lead**:
Yes.
**Phone Staffer Caller**:
Okay, got it. And also Sandra, can you give me a little heads up? How much is your total loan amount, like just a range—around 200 or 300, maybe around there?
**Lead**:
Yeah, around what? Around 300?
**Phone Staffer Caller**:
Yeah, roughly.
**Lead**:
Okay, around 300K.
**Phone Staffer Caller**:
And so I’m going to share all these details, Sandra. They will be calling you back on Monday, 5 PM, and then they will send you a confirmation email just to confirm the appointment. They’ll be calling you on Monday at five. What is the best email address you’ve got, Sandra?
**Lead**:
Um, can you text me that info? I don’t like to give my email out so much.
**Phone Staffer Caller**:
That’s not a problem. Yeah, I totally respect that. I mean, if I was in your shoes, I wouldn’t trust just anybody with a phone call either. That’s natural, man. I respect that. So, um, yeah, I will actually tell them to text you