WHAT IS A LIVE TRANSFER
& HOW DOES IT WORK?

Potential borrowers are contacted through outbound telemarketing from our US-based call center. Once it’s been determined that the borrowers qualify to speak with a mortgage loan officer, the telemarketer transfers the warm lead right to the loan officer in a very precise and professional manner. This process helps connect interested borrowers with a loan officer in the most efficient manner possible. Are you tired of spending valuable time leaving messages, tracking down leads, and waiting for your phone to ring?
Let us do the work – we will bring interested clients to you!

Mortgage Refinance

With our Live Mortgage Refinance Transfers, potential borrowers are contacted through outbound telemarketing from our call centers. Our call center agents ask the potential borrower a multitude of questions to determine if they are pre-qualified. Once it has been determined that the borrower is qualified to speak to a licensed loan officer, the telemarketer transfers the warm lead right to the loan officer in a very precise and professional manner.


Qualifying Criteria:

  • In Your Licensed States
  • $150k+ Loan Amount
  • Has Household Income
  • Excellent/Good Credit
  • No Mortgage Lates in Last 12 months
  • No Bankruptcies
  • Has A Need for Cash Out/Debt Consolidation OR Rate Reduction
  • LTV 90% or less, or 100% if a Veteran
  • Is Interested in Speaking to a Licensed Loan Officer About Refinancing Their Home

Mortgage Reverse

With our Live Mortgage Reverse Transfers, potential borrowers are contacted through outbound telemarketing from our call centers. Our call center agent asks the potential borrower a multitude of questions to determine if they are pre-qualified. Once it has been determined that the borrower is qualified to speak to a licensed loan officer, the telemarketer transfers the warm lead right to the loan officer in a very precise and professional manner.


Qualifying Criteria:

  • In One of Your Licensed States
  • Home Owner
  • 62+ Years Old
  • $100k+ Home Value
  • Single Family Residence/FHA Approved Condos
  • 50% or less LTV
  • No Bankruptcies
  • Excellent/Good Credit
  • Has Household Income