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Cold Calling

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Type: Mortgages
Lead Grade:
Name: Amanda (redacted)
Phone Number: (redacted)
Email Address: (redacted)
Address: (redacted)
City: Wewahitchka

Intro:

At Phone Staffer, we specialize in generating outbound leads for home service companies through effective cold calling strategies. In this transcript, we contacted a homeowner to discuss potential refinancing options based on their existing mortgage rate. The call was scheduled for a callback with a loan manager to further explore how the client could save money on their mortgage. This interaction highlights how cold calling can help companies engage directly with potential clients and book follow-up appointments. If you’re looking to improve your home service lead generation or need help with outbound efforts to get more leads for your home service company, this strategy can be a powerful tool. Below is the redacted call information to maintain privacy.

Ai Transcript:

Phone Staffer Caller:
Oh, hello.

Lead:
Oh, hello.

Phone Staffer Caller:
Yeah, I’m looking for Jason, please.

Lead:
This is his wife.

Phone Staffer Caller:
Oh, Mrs. (redacted), correct?

Lead:
Good morning.

Phone Staffer Caller:
Good morning, Mrs. (redacted). This is just Chris with (redacted), we’re currently calling all the homeowners in this area. Our records do show that you both—you guys currently have an FHA loan and a massive 6.75 interest rate. Is this accurate?

Lead:
Something like that.

Phone Staffer Caller:
I’m sorry?

Lead:
I said it’s something like that.

Phone Staffer Caller:
Yeah, well actually, Mrs. (redacted), based on these records, that’s the reason why our loan officers actually saw that you’re still using the, like, outdated interest rate from an old market. That’s why it’s through the roof, compared to what’s out in the market now. We do have you on record at (redacted) Glass Road. And we watched… we watched Hitchcock, right? The Florida? Is this correct?

Lead:
Yeah.

Phone Staffer Caller:
Mrs. (redacted), I don’t want to take too much of your time. I just wanted to actually share all the details to one of our loan managers, who will actually call you back at a later time. Depends on their schedule. Would you happen to have like a best available time, probably this coming Monday between nine to five for a callback?

Lead:
Maybe between two and five?

Phone Staffer Caller:
Between two and five, let me check the calendar. Okay, it looks like Brian’s available. He’s one of our loan managers.

All right, this is what I’m gonna do, Mrs. (redacted). He will actually call you back on Monday between two to like, let’s say, 5 pm. Between those hours. Is that right?

Lead:
Okay.

Phone Staffer Caller:
They will actually reach out to you and share with you the lower rate that’s out in the market, but I assure you it’s dramatically lower compared to the 6.75, and the savings we can get you every month for your mortgage. Now, Mrs. (redacted), this is the best number to call you back on, the same number I dialed?

Lead:
It is.

Phone Staffer Caller:
And if you don’t mind, can I ask for your first name, please?

Lead:
Amanda.

Phone Staffer Caller:
Amanda? Okay, got it. And could you actually just give me a little bit of a heads-up, like a ballpark figure, how much your total loan amount is, like just a range?

Lead:
Um . . . Like roughly around $200? $300 maybe?

Phone Staffer Caller:
Um, not that much.

Lead:
I think . . .

Phone Staffer Caller:
I’m sorry?

Lead:
I think whenever we—when we first started paying, I think it was like $200,000.

Phone Staffer Caller:
$200,000. Okay, let’s just say around $200,000 so that they can actually have a figure to actually compute on. And what is the best email address you’ve got so we can send you all the information?

Lead:
Um . . .

Phone Staffer Caller:
Oh, actually, I’ve got something in here. It’s M & Amanda… oh, so Amanda, or Amandaandjason at gmail.com. Is this?

Lead:
That was fast.

Phone Staffer Caller:
Okay, gotcha. All right, Mrs. (