Mortgage Refinance Leads
If you write loans for mortgage refinance, FHA, VA and conventional loan products; it’s vital you spend your time talking to eligible homeowners.
Refinancing one’s mortgage is a strategic financial move that can lead to substantial savings, improved financial flexibility, and the alignment of a mortgage with current financial goals. It’s an opportunity to optimize personal home financing and enhance overall financial well-being.
Existing mortgage holders can grow stale and marketing numb if not approached through effective engagement strategies. Don’t chase the next lead and stay on top of every pitch.
We provide mortgage refinance leads during peak interest that will leap forward your success.
We’ve tailored the right mix of response-based approaches that yield homeowner interest all while properly screening existing rate, balance and equity viability.
Traditional methods don’t cut it and significant time is lost searching for the right prospect. Our leads and live-transfers eliminate this problem and allow you to effectively dial-into a more beneficial and receptive client base. Gather inbound leads of mortgage refinance applicants looking for cash-out or a lower rate that helps ease financial constraints.
Let’s get you on a clear path to writing more loans!
- BEST-IN-CLASS FEATURES:
- No long-term contracts or agreements
- Full Exclusivity w/out impeding competition
- Unmatched gateway to cost-friendly lead programs
- FREE lead filter assignments and validation rules
- Vetted quality assurance with sensible replacement policy
- Live-call dashboard with FREE tools & scripts
- TCPA compliant and ethical marketing practices
How to get started...
- Choose from any of our top performing lead types:
- Live Transfers
- Voice-2-Data Leads
- Matured Leads
- Opt-in Leads
- Tell us your licensed States and order amount
- We'll email you the quick paperwork to get started
Need Pricing?
Take a closer look...
- View our Filters, Lead Sample and Script below:
We lay the groundwork to a higher pace of conversions with reliable and steady optimization strategies that produce meaningful results to your ROI. We recognize your target customer’s demographics. We evaluate and utilize these analytics, so collectively we can pursue new opportunities.
We are ad-authorities with an arsenal of tools to effectively pursue your market base. We hold a laser-tight focus on your demographics. We keep-up on current and compliant trends that garner results. We employ this knowledge to drive new customers with buying power and/or financial savings benefit to your business.
Our data technicians and digital markerting engineers hold a vested interest in your success. For this reason, select promotions are analyzed and carefully onboarded which allow us both to positively grow and evolve.
WITH EVERY LEAD WE VERIFY…
✓ $150,000+ min loan amount
✓ Property selects: Single family, Townhome, Condo
✓ Credit selects: Excellent, Very Good, Good, Fair, Poor
✓ 80-85% maximum Loan-to-Value (LTV)
✓ Current payment history
✓ Income validation
✓ No refi in past 12 months
✓ Interest in obtaining a quote
✓ Target geography per licensed states
IN-DEPTH VERIFIED LEAD DETAILS…
| ID* | 5370418 |
| DATE/TIME* | 1/5/2024 14:28 |
| LEAD TYPE* | Mortgage |
| FIRST* | Chris |
| LAST* | Davenport |
| PHONE-1* | 949-382-0000 |
| PHONE-2 | 949-417-0000 |
| EMAIL* | c.davenport@sample.com |
| ADDRESS* | 349 Langford Ln. |
| CITY* | Ladera Ranch |
| STATE* | CA |
| ZIP* | 92694 |
| CO-APP FIRST | Janine |
| CO-APP LAST | Davenport |
| CREDIT RATING* | Good [670 – 739] |
| INCOME* | $86,000 |
| EMPLOYED | W-2 (works for employer) |
| YRS EMPLOYED | 24 |
| AGE | 49 |
| DOB | 03/17/19** |
| LOAN TYPE* | Cash-Out Refinance |
| PROPERTY TYPE* | Single Family (Detached) |
| MTG BAL* | $450,000 |
| CASH OUT | $50,000 |
| LOAN AMT* | $500,000 |
| PROP VALUE* | $2,100,000 |
| LTV* | 23.8% |
| INT RATE* | 7.25% |
| RATE TYPE* | Fixed |
| MTG LENDER | Omni Bank |
| MONTHLY PAYMENT | $2,650 |
| PURCHASE PRICE | $970,000 |
| YEAR ACQUIRED | 2005 |
| LAST LOAN DATE | 2012 |
| LATE PAYMENTS | None |
| TAX INSURANCE | Included w/ payment |
| 2nd MTG BAL | $0 |
| 2nd MTG INT RATE | 0% |
| 2nd MTG RATE TYPE | N/A |
| 2nd MTG PAYMENT | $0 |
| 2nd MTG LENDER | N/A |
| TRANSFER POSITION* | Connected |
| ORDER REF* | SP2039514 |
| RECEIVING REP* | Allen Russo (Alpha Mortgage) |
| TRANSFER AGENT* | Torrie Layton |
| COMMENTS | Chris and Janine are ready to speak with a lender. Have not refinanced since 2012. Looking to obtain $50K cash out to complete some home renovations. |
| IP | 192.234.237.65 |
MORTGAGE QUALIFYING SCRIPT…
Hi, am I speaking with __________? My name is ___________ and I’m calling from the Freedom Mortgage Network. We received your inquiry and understand you have an interest in obtaining a mortgage quote.
We notice that you may qualify for a quick assessment.
Upon completing the qualification process, you could enjoy numerous benefits such as:
• Reduce your interest rate and secure a lower monthly mortgage payment.
• Helps pay-off your mortgage sooner.
• Receive cash-out and use funds for various purposes, such as:
– Home Improvements
– Debt Consolidation (pay down high-interest rate credit-cards)
– Education Expenses
– Emergency Needs
– Traveling
– Investments + other financial goals you have.
• Improve your loan terms and switch to a mortgage with lower fees and closing costs.
• Eliminate PMI – Refinancing might allow the removal of private mortgage insurance (PMI), saving you more money each month!
• Leverage your homes equity and your good credit to improve financial standing and qualify for better rates.
We currently have a team of Mortgage Specialists who work closely with homeowners in your state to provide a free, no obligation review on the best terms available.
Would you be interested in speaking to them right now for this free assessment?
✓ YES: Continue script below.
✘ NO: Thank them for their time and conclude the call.
Okay great, we’re ready to link you with an expert to discuss all available options. I would like to simply ask a few questions to determine in which direction we should proceed for your free evaluation.
Compulsory Notice (consent required):
However, before we continue, please be aware that this call is being recorded for quality and training purpose. Additionally, you’ll be connected with a specialist even if your phone number is listed on any Federal and/or State Do-not-call list. Remember, providing consent is not a condition to purchase anything, and there is no cost or obligation on your part. Is that fair?
✓ YES: Continue with the application process and address all questions below.
✘ NO: Lead is not transferred…Thank them for their time and conclude the call.
Complete the screening app and ask following questions below:
1) What’s your current mortgage balance? And do you have a 2nd mortgage?
2) How much are your monthly payments? … are you current?
3) What’s your interest rate? Is it Fixed or Adjustable?
4) How would you rate your credit?
5) What’s the value of your property? (assessed value checked with 3rd party sources for accuracy)
6) Is your home a Single Family Residence, Condo or Townhome?
7) Are you working, retired or unemployed? (must have steady income)
8) And what’s your annual or monthly income?
9) When was the last time you refinanced?
10) Are you looking for cash-out? If so, how much?
If lead applicant meets all filters:
Based on our initial screening, you’re eligible for a free, no obligation mortgage assessment.
– Are you available right now to speak with a mortgage specialist to learn more?
✓ YES: Prepare to transfer the call below.
✘ NO: Are you available at another time when we can call you back and connect you with one of our mortgage specialists?.
Please hold the line while I connect you to a representative who can further explain the program and all the many benefits it entails.
Thanks, one moment while I connect you…
✓ Lead details are provided via warm transfer.
✓ Call is dispatched to loan specialist.
✓ Data is uploaded to your dashboard and posted via email.