Your criteria guide every transfer.
Define the locations, products, and consumer qualifications your campaign needs. Our team screens against those requirements before connecting the call.
Exclusive mortgage live transfers.
Qualified to your criteria.
Connect your team with consumers screened against your campaign requirements. Get dedicated account management, exclusive transfers, and support from a team that understands your business.
A representative will reach out within 5 minutes during business hours.
Monday to Friday, 9 a.m. to 5 p.m. Pacific.
Also serving MVA law firms and life insurance companies.
A dedicated point of contact.
Work with an account manager who understands your campaign, responds to questions, and helps adjust requirements as your needs change.
Accountability after the handoff.
If a transfer falls outside your agreed qualification criteria, we'll address it and provide a replacement.
How it works
From your requirements to a live conversation.
Qualification is based on the information consumers provide during screening.
01
Define your campaign.
Agree on qualification criteria, transfer quantity, and a planned delivery timeframe.
02
We screen the consumer.
Our agents speak with opted-in consumers, review their reported information, and confirm their interest in speaking with your team.
03
We make the introduction.
Qualified consumers are introduced live to your team, with each transfer exclusive to your business.
Built around your mortgage campaign.
Define the products, locations, and consumer qualifications your team needs. We'll build the screening process around your agreed criteria.
Mortgage campaigns
- Purchase
- Refinance
- Cash-out refinance
- HELOC
- Home equity loans
- Reverse mortgages
MVA law firms
Connect with consumers screened against your agreed location and accident criteria.
Life insurance companies
Connect with consumers screened against your agreed age, reported health, and policy criteria.
Frequently asked questions
Tell us what a qualified transfer looks like for your business.
Let's discuss your criteria, volume, and campaign goals.