Better consumer experience = Better leads
Our mortgage leads inspire conversations between brands and people that build deeper relationships.
The mortgage leads we validate result in eligible and fit candidates ready to be matched with a lender.
We’ve all seen the world of mortgage lending constantly evolve!
Yet with guidelines and marketing practices changing, it can make it difficult to maintain a consistent and effective lead engagement strategy. Not to worry – we stay on top of what’s responsive and working in the industry.
When you purchase mortgage leads from us, you can be assured that you’re working with some of the most fit and qualified refinance leads on the market.
Our proprietary lead model pinpoints homeowners who are excellent candidates for refinancing.
By utilizing our advanced analytic abilities along with our defined homeowner demographics.
We strategically market to those who are relevant and most likely to respond.
Creating an efficiency lead cycle you can rely on.
Mortgage holders find refinance related offers on the web and in the mail.
Through our lead attraction technology, prospects submit requests for a quote.
Our system receives those requests and initiates the screening process.
Leads are examined and undergo a rigorous validation process through an intercepting agent.
At last, our ‘lead match’ architecture confirms filters & states before delivering the pre-qualified prospect directly to a single lender.
+ Nationwide coverage in your licensed states
+ Mortgage Balance exceeds $100,000+
+ 80% max LTV
+ Select credit ratings (Excellent, Very Good, Good, Fair, Poor)
+ Property Type: Single Family, Townhome, Condo
+ Employed and has verifiable income
+ Clear of any delinquencies
+ Requested a quote with a lender
(Introduction)
Hi, may I speak with (First Name)?
(Reason for call)
Mr./Ms. ______, this is _______ from the mortgage choice savings network. The reason for my call today is that you inquired about a free, no obligation mortgage quote.
(Qualifying Question)
Do you have a moment right now for a free mortgage assessment? (Must be “YES”)
Great, and does your current mortgage balance exceed $100,000? (Must be “YES”)
(I’m not interested) – Rebuttal
If you could lower your monthly payment, reduce your interest rate and pay-off your mortgage sooner…would you consider refinancing your loan? (contact name)? (Must be “YES”, If “NO” –> Reject)
1 – Name, address, phone #?
2 – Existing mortgage balance? (Must be $100k+)
3 – Monthly payment amount? … are you current?
4 – What is your interest rate? … and do you know the term?
5 – Who is your current lender?
6 – Verifiable income and employment?
7 – How would you rate your credit? (Excellent, Very Good, Good, Fair, Poor)
8 – Do you have a 2nd mortgage?
9 – Is their a co-applicant on the loan?
10 – When did you last refinance?
11 – Do you need additional cash-out?
If you can please provide your home or cell phone number as well, in case they can’t reach you on this one?
Congratulations! You pre-qualify for a no-risk mortgage assessment. Do you have 15 minutes right now to speak with a licensed lender? (Must be “YES”)
Answer YES – Okay (First Name), we have a loan officer available and I’d like to transfer you….keep in mind that they might cover some of the questions that I have already reviewed….but please be patient, they are wonderful and have assisted numerous applicants like yourself and are there to help benefit you….hold-on one moment please.
Answer NO – Okay, when is a good time for me to call back so you can have a 10 – 15 minute chat with a lender for a free assessment? _________ Okay I will call you then. Take care and have a great day!
DATE: 1/3/2020 11:24:06
LEAD REF: 4039854
FIRST: David
LAST: Walker
PHONE-1: 818-555-4444
PHONE-2: 818-333-2222
ADDRESS: 321 Main St.
CITY: Glendale
STATE: CA
ZIP: 91205
EMAIL: David.Walker@example.com
PROPERTY VALUE: $610,000
MORTGAGE BAL: $405,000
CASH-OUT: $35,000
LOAN AMOUNT: $440,000
LOAN-to-VALUE: 72.13%
LOAN TYPE: Cash-out Refi
INCOME: $63,000
EMPLOYED: 12 Years
RATE: 5.75%
TERM: 30-Yr Fixed
PAYMENT: $2,800
LENDER: Wells Fargo
CREDIT: Very Good (740-799)
PROPERTY: Single Family
DISPATCH AGENT: Alyssa Warren
LEAD RESULT: Transfer Connected
CAMPAIGN #: 70-539826
TRANSFERRED TO: Christy w/ Prime Lending
CALL-NOTES: David is looking for some cash-out to pay-off debt and possibly lower monthly payments. Last refinanced 8 years ago.
Only buy leads that meet your unique criteria.
Leads matched to one agent for complete exclusivity.
No long-term contract or heavy purchase requirements.
TCPA & DNC privacy guards that protect you and the consumer.
Work leads, monitor sales activity, set schedule and more.
Never experience non-performing traffic sources.
Lead Balance delivers cost-effective, qualified referrals across 12+ industries. Powered by digital markeƟng engineers and data technicians, we blend proven strategies with advanced technology to generate leads that drive dependable ROI and value to your business.
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Lead Balance offers a cost effective lead marketplace that’s tailored to the unique needs of more than a dozen industries. Delivering eligible referrals that add quantified value to your business.
We’re driven by a team of digital marketing engineers and data technicians who’ve transformed how businesses connect with customers. We harmonize our vast knowledge with the most effective marketing methods and evolutionary technologies to deliver lead generation solutions with a dependable ROI.