Type: Mortgages
Lead Grade:
Name: Pamela (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Spring Hill
Intro:
At Phone Staffer, we specialize in generating high-quality leads for home service companies through cold calling techniques. In this particular call, we reached out to a homeowner to discuss potential refinancing options, although this example stems from the financial services sector. Cold calling, when done effectively, can still generate vital leads for a variety of industries, including home services.
This transcript serves as a reminder of how important it is to ensure your prospect information is accurate and up-to-date before reaching out. If you’re looking to improve your home service lead generation efforts or learn how cold calling can be a tool for getting more leads, this example highlights the importance of personalization, thoughtful outreach, and careful follow-up.
Below is the redacted information from the call to protect individual privacy.
Ai Transcript:
**Phone Staffer Caller**: Allen? Hello, is it Pamela **(Redacted)**?
**Lead**: Yes speaking.
**Phone Staffer Caller**: Uh good morning ma’am. This is just Chris with **(Redacted)** mortgages. We’re currently calling all of the homeowners in this area, **(Redacted)** Street. Our records do show that you currently have an FHA loan with a massive six point seventy-five interest rate. Is this correct?
**Lead**: Yeah.
**Phone Staffer Caller**: Basically Pamela, this is the reason why we’re calling, because uh, our loan officers saw that you’re still using the old interest rate which is six point seventy-five, that’s why it’s through the roof, compared to the latest that’s out in the market.
And we have you here at **(Redacted)** in Spring Hill, Florida. So what I’m going to do, uh Pamela, is I’m going to actually share all these with one of our loan managers, uh they will actually call you back at a later time, so they can reach out to you, calculate the best rate, um, show you the rate that’s out there and um give you the savings you’re entitled to every month of your mortgage.
Um, do you have any available time, let’s say tomorrow between 9-5, Pamela?
**Lead**: Um are you talking just for a phone call, or what?
**Phone Staffer Caller**: Oh no, no. Well actually, this is a no obligation, um, like a phone call because we actually just wanted to reach out for you to hear them out, um, what the current rates are, so we could dramatically…
**Lead**: Well what is the current rate?
**Phone Staffer Caller**: Well, yes, well, actually, I’m actually an appointment setter and it’s actually for the loan managers to discuss with you like through a phone so I’m really, I’m not really able to actually discuss with you what the rates that we will be offering, but just a heads up it’s dramatically lower compared to the 6.75. Uh, that’s, uh, that’s a fact.
So, um, if you wanted to hear them out, if you’ve got an available time tomorrow between now and 5, I can arrange for that phone call for you to actually just hear them out.
**Lead**: I’ll tell you what. Um, I might be agreeable to another day in the future, but not necessarily tomorrow.
**Phone Staffer Caller**: Alright.
**Lead**: Because I have somebody that works for us and will be, you know, advising us when um, you know, we should be switching.
**Phone Staffer Caller**: Yeah, I totally, totally respect it. Yeah, I totally respect that Pamela. Um, well. We’re actually just looking after all the homeowners in this area anyways.
So reaching out so that we can discuss with y’all, like what the current rate looks like compared to your 6.75. It’s a no obligation deal too. But anyways, if you’re not amenable to it, if you have somebody who’s looking after for you, well, that’s all good.
**Lead**: Well, that’s okay.
**Phone Staffer Caller**: Sorry. Yeah, well, here. Let me actually put it this way, ma’am. Um, well, the reason why we’re actually doing this is because we’re calling all people with FHA VA loans. And um, I just wanted to note down a time, like where you can be available. So, our loan managers can discuss the latest rates of the savings you can make every month for your mortgage.
**Lead**: And that would be fine, except that tomorrow would not be convenient. So, if you wanted to schedule it some other time in the future, I would be willing to discuss it.
**Phone Staffer Caller**: You know, you have any available