Type: Mortgages
Lead Grade:
Name: Elizabeth (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Summerfield
Intro:
At Phone Staffer, we specialize in helping home service companies generate more leads through effective cold calling strategies. In this particular instance, we reached out to a homeowner in Jaipur to discuss mortgage refinancing options, identifying potential savings opportunities on their FHA loan. After engaging in a detailed discussion, we scheduled a follow-up appointment for further consultation. This conversation highlights how cold calling can be successfully employed to nurture leads and improve outbound efforts for various service industries, including home services and financial products. Below, you’ll find the redacted details from this call to protect individual privacy.
If your home service company is looking to improve its lead generation through cold calling or outbound strategies, this process can provide tangible results!
Ai Transcript:
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Phone Staffer Caller: Hello, is this from Mrs. (redacted)?
Lead: Hello. Who’s calling?
Phone Staffer Caller: Hi, good morning, Mrs. (redacted). My name is Chris from (redacted).
Lead: Uh-huh.
Phone Staffer Caller: We’re actually calling on a homeowner in the Jaipur area, (redacted) Avenue, and our records show that you currently have an FHA loan at a very high 6.75 interest rate. Is this correct?
Lead: Yeah, uh-huh.
Phone Staffer Caller: Yeah, basically, Mrs. (redacted), that’s the reason why we’re calling you, because we saw that you’re still using the old, outdated interest rates. That’s why it’s actually very high compared to the new ones that’s actually come up. We saw that we can help you lower your current interest rate, the process, and how much money you can save every month. You are at (redacted) Avenue, right in Somerfield?
Lead: Uh-huh.
Phone Staffer Caller: Right. Now, Mrs. (redacted), what I’m going to do is I’m going to share these details to one of our loan managers, and they will actually call you back at a better time so they can the lower rate and how much money you can save every month by like lowering down your 6.5 interest rate. Do you have time tomorrow between 9 to 5, Mrs. (redacted)?
Lead: No, I’m actually busy tomorrow, but if you can…
Phone Staffer Caller: How about some other time, then?
Lead: Yeah, call me back, and I’ll speak to my Financial Officer, and then…
Phone Staffer Caller: Oh, sure.
Lead: ..treat you.
Phone Staffer Caller: Yeah, when would be the best time, though? Like Friday, next week?
Lead: I don’t know.
Phone Staffer Caller: Okay, well, maybe next week, and then that way we can get together with him.
Lead: Yeah, no problem.
Phone Staffer Caller: I just need to actually book it for our loan manager so they can have it scheduled in their calendar when to call you.
Lead: Uh-huh.
Phone Staffer Caller: Okay. Put it for next Thursday.
Lead: Thursday next week, and can you give me a specific time, please?
Phone Staffer Caller: Between 10 and 11.
Lead: Between 10 and 11 that’s next Thursday, correct?
Phone Staffer Caller: Correct, uh-huh. All right. Give me one second, Ms. (redacted). I’m just booking this on the schedule because they’re also on the tight schedule, ma’am. Ms. (redacted), this is the best time to call you back at the number I just dialed, correct?
Lead: Yes, correct. Uh-huh.
Phone Staffer Caller: All right. And can you give me just a little bit a head up how much your total loan amount is? Like around 300 or 400, maybe?
Lead: Yeah, I would have to go back into my paperwork. I own several properties. I live at that one.
Phone Staffer Caller: Okay.
Lead: I have several rental properties, so I would have to go into my paperwork, because that’s the limit of my paperwork. So I have that for 36.
Phone Staffer Caller: Yeah, yeah, definitely. That’s what’s six a month.
Lead: Yeah, definitely, so I’ll just put it probably around 500K, all right? Just roughly.
Phone Staffer Caller: All right. Give me a second. Before I let you go, Ms. (redacted), so we can send you all the paperworks too, what is the best email address you got?
Lead: It is (redacted).
Phone Staffer Caller: Okay. Fourteen